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Visdom Investment Group LLC

● SEC registered since 2024CRD 327619SEC# 801-130619Westport, CT
Export (members)
Reg. AUM
$183.5M
Employees
5
Accounts
53
Location
Westport, CT

Visdom Investment Group LLC assets under management

Visdom Investment Group LLC is a registered investment adviser overseen by the SEC based in Westport, CT. The firm has been registered since 2024. It reports $183.5 million in regulatory assets under management and employs 5 people.

Visdom Investment Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Patrick Joseph Clough ControlChief Compliance Officer, Chief Operating Officer, Chief Financial OfficerUnder 5%2024
Richard Lee Selvala ControlManaging MemberOver 75%2023

Frequently asked questions

How much does Visdom Investment Group LLC manage?

Visdom Investment Group LLC reports $183.5 million in regulatory assets under management on its Form ADV.

How many employees does Visdom Investment Group LLC have?

Visdom Investment Group LLC reports 5 employees.

Where is Visdom Investment Group LLC located?

Visdom Investment Group LLC is based in Westport, CT and has been SEC-registered since 2024.

Does Visdom Investment Group LLC disclose fund performance?

Visdom Investment Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8 Wright Street, Suite 107, Westport, CT 06880
Phone(203) 803-7222
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$183.5M
Non-discretionary$0
Total (RAUM)$183.5M