Investment adviser · CRD 175147
VISION CAPITAL PARTNERS
Investment adviser filing (IA)
ANN ARBOR, MI, United States · Form ADV filed Sep 18, 2026
- Regulatory AUM
- $168M Form ADV · Item 5.F
- Client accounts
- 382 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 43 | $129,431,299 | 76.9% |
| Individuals | 97 | $30,370,030 | 18.0% |
| Retirement plans | Fewer than 5 | $6,604,176 | 3.9% |
| Charities | Fewer than 5 | $1,881,257 | 1.1% |
| Corporations & businesses | 1 | $8 | 0.0% |
Filing source
Form ADV 2132674 · Sep 18, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2211 OLD EARHART RD., SUITE 155ANN ARBOR, MI, 48105, United States
CRD 175147
Filing source
Form ADV 2132674 · Sep 18, 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.