VISDOM INVESTMENT GROUP LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $53.1M |
| Discretionary | $53.1M100% of AUM |
| Client Accounts | 10 |
| Avg Account Size | $5.3M |
| Employees | 4 |
| Peak AUM | $183.5MMar 2025 |
AUM by Client Type
Total AUM
$53M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $53M | 71.1% | — | — | |
| Discretionary AUM | $53M | ||||
Key Metrics
| Total AUM | $53.1M |
| Discretionary | $53.1M |
| Employees | 4 |
| Client Accounts | 10 |
Contact & Location
Address
4 INTERNATIONAL DRIVE
RYE BROOK NY 10573
Phone
(203) 803-7222
Filing History
8 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
$53M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp 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
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported