Investment adviser · CRD 299357

RE-ENVISION WEALTH

Investment adviser filing (IA)

GRID 202 LLC

NEW YORK, NY, United States · Form ADV filed Mar 27, 2026

Regulatory AUM
$137M
Form ADV · Item 5.F
Client accounts
228
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals29$77,545,07056.8%
Charities13$49,567,41036.3%
Individuals49$9,519,9417.0%
Filing source

Form ADV 2082241 · Mar 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

GRID - EQUIVICO LLC I LLCPrivate Equity Fund · Last reported Nov 29, 2023$3.19MGross asset value
Fund administrator HC GLOBAL SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MICHAEL COGLIANESE BLOOMINGDALE, Illinois, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

MICHAEL COGLIANESE
PCAOB 3874

Fund details & source
Fund ID
805-2375067152
Reported beneficial owners
1
Minimum commitment
$50K

Form ADV 1802891 · Nov 29, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GRID - JUNICA PROPERTIES I, LLCReal Estate Fund · Last reported Nov 29, 2023$1.54MGross asset value
Fund administrator HC GLOBAL SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor HC GLOBAL SAN FRANCISCO, California, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-6361442066
Reported beneficial owners
1
Minimum commitment
$10K

Form ADV 1802891 · Nov 29, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GRID - JUNICA PROPERTIES II, LLCReal Estate Fund · Last reported Nov 29, 2023$1MGross asset value
Fund administrator HC GLOBAL SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor HC GLOBAL SAN FRANSICO, California, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-5916622891
Reported beneficial owners
0
Minimum commitment
$250K

Form ADV 1802891 · Nov 29, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GRID - HIGH ROAD DELIVERY IOther Private Fund · Last reported Nov 29, 2023$520KGross asset value
Fund administrator HC GLOBAL SERVICES SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor HC GLOBAL FUND SERVICES SAN FRANCISCO, California, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-9273354995
Reported beneficial owners
0
Minimum commitment
$5K

Form ADV 1802891 · Nov 29, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GRID - ESUSU LLCOther Private Fund · Last reported Nov 29, 2023$500KGross asset value
Fund administrator HC GLOBAL SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor HC GLOBAL SAN FRANCISCO, California, United States
Marketer AMASS WEALTH VENTURES, LLC 1707, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

AMASS WEALTH VENTURES, LLC
CRD 319120

Fund details & source
Fund ID
805-5979215435
Reported beneficial owners
3
Minimum commitment
$500

Form ADV 1802891 · Nov 29, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GRID - IVY CITY LLCReal Estate Fund · Last reported Nov 29, 2023$95KGross asset value
Auditor EFS GROUP PLLC HOUSTON, Texas, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-7024370924
Reported beneficial owners
3
Minimum commitment
$30K

Form ADV 1802891 · Nov 29, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

260 MADISON AVENUE,, 8TH FLOOR
NEW YORK, NY, 10016, United States

CRD 299357

Filing source

Form ADV 2082241 · Mar 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.