ENVISO CAPITAL, LLC
CRD #140542 SEC #801-67199 SAN DIEGO, CA 858-679-5000
SEC Registered Private Funds Disclosures
Total AUM
$143.8M
Discretionary
$107.7M
Employees
6
Clients
251
Accounts
1,004
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 16, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOWERS, RYAN, NEEL | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, RYAN, NEEL | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, RYAN, NEEL | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, RYAN, NEEL | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, RYAN, NEEL | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, RYAN, NEEL | I | CEO / CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, RYAN, NEEL | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, RYAN, NEEL | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, RYAN, NEEL | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, RYAN, NEEL | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, RYAN, NEEL | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, RYAN, NEEL | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, RYAN, NEEL | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, RYAN, NEEL | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, RYAN, NEEL | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, RYAN, NEEL | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, RYAN, NEEL | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, RYAN, NEEL | I | MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, RYAN, NEEL | I | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LABERGE, JEFFREY, ANDREW | I | PRINCIPAL | NA | |
| LABERGE, JEFFREY, ANDREW | I | PRINCIPAL | NA | |
| LABERGE, JEFFREY, ANDREW | I | PRINCIPAL | NA | |
| LABERGE, JEFFREY, ANDREW | I | PRINCIPAL | NA | |
| LABERGE, JEFFREY, ANDREW | I | PRINCIPAL | NA | |
| LABERGE, JEFFREY, ANDREW | I | PRINCIPAL | NA | Control |
| SEWARD, MARC, CHRISTOPHER | I | PRINCIPAL | NA | |
| SEWARD, MARC, CHRISTOPHER | I | PRINCIPAL | NA | |
| SEWARD, MARC, CHRISTOPHER | I | PRINCIPAL | NA | |
| SEWARD, MARC, CHRISTOPHER | I | PRINCIPAL | NA | |
| SEWARD, MARC, CHRISTOPHER | I | PRINCIPAL | NA | |
| SEWARD, MARC, CHRISTOPHER | I | PRINCIPAL | NA | Control |
| BOWERS, RYAN, NEEL | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| BOWERS, RYAN, NEEL | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| BOWERS, RYAN, NEEL | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| BOWERS, RYAN, NEEL | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| BOWERS, RYAN, NEEL | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| ENVISO CAPITAL, LLC | DE | SHARHOLDER | E | Control |
| ENVISO CAPITAL, LLC | DE | SHARHOLDER | E | Control |
| ENVISO CAPITAL, LLC | DE | SHARHOLDER | E | Control |
| ENVISO CAPITAL, LLC | DE | SHARHOLDER | E | Control |
| ENVISO CAPITAL, LLC | DE | SHARHOLDER | E | Control |
| ENVISO, LLC | DE | SHAREHOLDER | E | Control |
| ENVISO, LLC | DE | SHAREHOLDER | E | Control |
| ENVISO, LLC | DE | SHAREHOLDER | E | Control |
| ENVISO, LLC | DE | SHAREHOLDER | E | Control |
| ENVISO, LLC | DE | SHAREHOLDER | E | Control |
| ENVISO, LLC | DE | MANAGING MEMBER | E | Control |
| HERITAGE HOLDING GROUP, LLC | DE | SHARHOLDER | E | Control |
| HERITAGE HOLDING GROUP, LLC | DE | SHARHOLDER | E | Control |
| HERITAGE HOLDING GROUP, LLC | DE | SHARHOLDER | E | Control |
| HERITAGE HOLDING GROUP, LLC | DE | SHARHOLDER | E | Control |
| HERITAGE HOLDING GROUP, LLC | DE | SHARHOLDER | E | Control |
| HERITAGE HOLDING GROUP, LLC | DE | SHARHOLDER | E | Control |
| HERITAGE HOLDING GROUP, LLC | DE | SHARHOLDER | E | Control |
| HERITAGE HOLDING GROUP, LLC | DE | SHARHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BOWERS, RYAN, NEEL | I | ENVISO, LLC | F | Control |
| BOWERS, SUSAN, MICHELLE | I | RED GRASS PARTNERS, INC. | E | Control |
| BOWERS, RYAN, NEEL | I | HERITAGE HOLDING GROUP, LLC | D | Control |
| BOWERS, RYAN, NEEL | I | HERITAGE HOLDING GROUP, LLC | D | Control |
| BOWERS, RYAN, NEEL | I | ENVISO CAPITAL, LLC | D | Control |
| BOWERS, RYAN, NEEL | I | ENVISO CAPITAL, LLC | D | Control |
| BOWERS, RYAN, NEEL | I | HERITAGE HOLDING GROUP, LLC | D | Control |
| BOWERS, RYAN, NEEL | I | HERITAGE HOLDING GROUP, LLC | D | Control |
| BOWERS, RYAN, NEEL | I | HERITAGE HOLDING GROUP, LLC | D | Control |
| BOWERS, RYAN, NEEL | I | HERITAGE HOLDING GROUP, LLC | D | Control |
| BOWERS, RYAN, NEEL | I | HERITAGE HOLDING GROUP, LLC | D | Control |
| BOWERS, RYAN, NEEL | I | HERITAGE HOLDING GROUP, LLC | D | Control |
| BOWERS, RYAN, NEEL | I | ENVISO, LLC | D | Control |
| BOWERS, RYAN, NEEL | I | ENVISO CAPITAL, LLC | D | Control |
| BOWERS, RYAN, NEEL | I | ENVISO, LLC | D | Control |
| BOWERS, RYAN, NEEL | I | ENVISO, LLC | D | Control |
| BOWERS, RYAN, NEEL | I | ENVISO CAPITAL, LLC | D | Control |
| BOWERS, RYAN, NEEL | I | ENVISO CAPITAL, LLC | D | Control |
| BOWERS, RYAN, NEEL | I | ENVISO, LLC | D | Control |
| BOWERS, RYAN, NEEL | I | ENVISO, LLC | D | Control |
| RED GRASS PARTNERS, INC. | DE | ENVISO, LLC | C | Control |
Registrations
Federal
IA
Nov 16, 2016 REGISTERED
Notice Filings (4)
AZ CA OR WA
Address
10920 VIA FRONTERA, SUITE 520SAN DIEGO, CA 92127
United States
Phone: 858-679-5000