ENVISAGE GMBH.
DBA: ENVISAGE
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.0M |
| Discretionary | $1.0M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $1.0M |
| Employees | 9 |
| Peak AUM | $448.0MOct 2024 |
| AUM CAGR | -8.0% /yrover 13 yrs · 26 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1M | 99.7% | — | — | |
| Discretionary AUM | $1M | ||||
Key Metrics
| Total AUM | $1.0M |
| Discretionary | $1.0M |
| Employees | 9 |
| Client Accounts | 1 |
| Client Range | 0 |
Contact & Location
Address
RUE DES ALPES 7
GENEVA 1201
Switzerland
Phone
+41 44 552 03 87
Filing History
26 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 100.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser