This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=0.6 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0 bank_owner=false

Regulatory AUM

$396MItem 5.F on the latest filing (2026-09-15); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$396M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

10

Advisory employees

8

Offices

0Schedule D 1.F, beyond the principal office

Accounts

4

Custody, client assets

$239M

SEC number

801-128657

CIK

1994625

CRD

327531

Filings on the tape

11

First filed

Jul 31, 2023

Latest filed

Sep 15, 2026

Organised

Limited Partnership, DE

• Occurred

  Mar 30, 2026
  Regulatory AUM changed

  The Visualize Group Lp reported RAUM $396.1M, up 51% from $262.2M (2026-02-24 to 2026-03-30)

  Form ADVobserved 4 days ago
  $134M
• Occurred

  Jul 31, 2023
  First Form ADV filing

  The Visualize Group Lp filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6b8fdb91-d499-0657-eb80-32a0dd000e26

First observed

Jul 31, 2023

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.