Investment adviser · CRD 301761

VISE AI ADVISORS

Investment adviser filing (IA)

VISE AI ADVISORS, LLC

NEW YORK CITY, NY, United States · Form ADV filed Jun 1, 2026

Regulatory AUM
$8.53B
Form ADV · Item 5.F
Client accounts
16,405
Accounts, not individual clients
Employees
44
Reported in this filing
Advisory professionals
20
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 individuals1,870$5,224,203,65561.3%
Individuals14,135$2,827,473,90133.2%
Corporations & businesses194$341,837,5564.0%
Retirement plans194$106,894,1681.3%
Pooled investment vehicles1$24,200,0000.3%
Charities11$1,702,9070.0%
Filing source

Form ADV 2093442 · Jun 1, 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

1 Private fund

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

VISE SPACEX SPV I, LLCOther Private Fund · Last reported Jun 1, 2026$24.2MGross asset value

Form D fundraising filings

Vise SpaceX SPV I, LLC

Fund administrator CARTA SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WITHUM NEW YORK, New York, United States
Custodian CITIZENS BANK, NA RIVERSIDE, Rhode Island, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WITHUM
PCAOB 100

CITIZENS BANK, NA
LEI DRMSV1Q0EKMEXLAU1P80

Fund details & source
Fund ID
805-1197462251
Reported beneficial owners
85
Minimum commitment
$25K
Form D file number
021-574715

Form ADV 2093442 · Jun 1, 2026 · 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: Jun 1, 2026. View historical filings

Reported services

Individual portfolio management · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

521 BROADWAY, 3RD FLOOR
NEW YORK CITY, NY, 10012, United States

CRD 301761

Filing source

Form ADV 2093442 · Jun 1, 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.