Vision Capital Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Ann Arbor, MI. Its latest Form ADV filing, dated April 21, 2026, reports $147M in regulatory assets under management, 4 employees, and 366 accounts.
Assets Under Management
$147M
Employees
4
Offices
--
Total Clients
141
Primary office
ANN ARBOR, MI
2211 OLD EARHART RD., SUITE 155, ANN ARBOR, MI, United States
Top client segmentIndividuals represent 66.7% of total clients.
Top client categories% of clientsClients
1
Individuals
66.7%
94
2
HNWI
30.5%
43
3
Pension Plans
2.1%
3
4
Charitable
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$147Mas of April 21, 2026
Discretionary100.0%
$147M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$147M
Total Accounts366
10Y AUM Change+$8M (+5.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee35:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.