RIA Intelligence

VISION CAPITAL PARTNERS

CRD #175147 SEC #801-100364 ANN ARBOR, MI 734-356-3250
SEC Registered
Total AUM
$146.6M
Discretionary
$146.6M
Employees
4
Clients
101
Accounts
366

AUM Over Time

DateSep 2025
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees4
Clients0
DateJul 2025
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees3
Clients0
DateJul 2025
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees2
Clients0
DateSep 2024
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$106.3M
Discretionary$106.3M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$106.3M
Discretionary$106.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$133.8M
Discretionary$77.6M
Non-Disc.$56.3M
Employees5
Clients0
DateOct 2022
Total AUM$133.8M
Discretionary$77.6M
Non-Disc.$56.3M
Employees5
Clients0
DateSep 2022
Total AUM$133.8M
Discretionary$77.6M
Non-Disc.$56.3M
Employees5
Clients0
DateFeb 2022
Total AUM$160.4M
Discretionary$66.4M
Non-Disc.$94M
Employees6
Clients0
DateSep 2021
Total AUM$160.4M
Discretionary$66.4M
Non-Disc.$94M
Employees6
Clients0
DateJun 2021
Total AUM$126.2M
Discretionary$38.8M
Non-Disc.$87.4M
Employees5
Clients0
DateApr 2021
Total AUM$126.2M
Discretionary$38.8M
Non-Disc.$87.4M
Employees5
Clients0
DateOct 2020
Total AUM$126.2M
Discretionary$38.8M
Non-Disc.$87.4M
Employees5
Clients0
DateSep 2020
Total AUM$126.2M
Discretionary$38.8M
Non-Disc.$87.4M
Employees5
Clients0
DateMay 2020
Total AUM$137.9M
Discretionary$42.3M
Non-Disc.$95.5M
Employees5
Clients0
DateDec 2019
Total AUM$137.9M
Discretionary$42.3M
Non-Disc.$95.5M
Employees5
Clients0
DateSep 2019
Total AUM$137.9M
Discretionary$42.3M
Non-Disc.$95.5M
Employees5
Clients0
DateNov 2018
Total AUM$142.1M
Discretionary$43.7M
Non-Disc.$98.4M
Employees4
Clients0
DateSep 2018
Total AUM$142.1M
Discretionary$43.7M
Non-Disc.$98.4M
Employees4
Clients0
DateAug 2018
Total AUM$145.5M
Discretionary$47.6M
Non-Disc.$97.9M
Employees4
Clients0
DateFeb 2018
Total AUM$145.5M
Discretionary$47.6M
Non-Disc.$97.9M
Employees4
Clients0
DateSep 2017
Total AUM$145.5M
Discretionary$47.6M
Non-Disc.$97.9M
Employees4
Clients200
DateMar 2017
Total AUM$138.5M
Discretionary$47.2M
Non-Disc.$91.3M
Employees4
Clients200
DateFeb 2017
Total AUM$138.5M
Discretionary$47.2M
Non-Disc.$91.3M
Employees4
Clients200
DateNov 2016
Total AUM$138.5M
Discretionary$47.2M
Non-Disc.$91.3M
Employees4
Clients200
DateOct 2016
Total AUM$93.5M
Discretionary$29M
Non-Disc.$64.5M
Employees4
Clients26
DateOct 2016
Total AUM$93.5M
Discretionary$29M
Non-Disc.$64.5M
Employees4
Clients26
DateSep 2016
Total AUM$93.5M
Discretionary$29M
Non-Disc.$64.5M
Employees3
Clients26
DateDec 2015
Total AUM$100.4M
Discretionary$27.8M
Non-Disc.$72.6M
Employees3
Clients26
DateOct 2015
Total AUM$100.4M
Discretionary$27.8M
Non-Disc.$72.6M
Employees3
Clients26
DateOct 2015
Total AUM$100.4M
Discretionary$27.8M
Non-Disc.$72.6M
Employees3
Clients26
DateSep 2015
Total AUM$92.1M
Discretionary$19.4M
Non-Disc.$72.7M
Employees3
Clients26
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0