ENVISAGE

Legal name: ENVISAGE GMBH.

CRD 159270File 801-78527

APPROVED

Retail clients

Filing as of Mar 21, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.0M

Bottom 25% of cohort (national)

Discretionary AUM

$1.0M

Clients

1 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: HQ
Registration date: Sep 25, 2013
Principal office: RUE DES ALPES 7, GENEVA, 1201
Phone: +41 44 552 03 87
Website: HTTP://WWW.ENVISAGE.CH

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.0M
Discretionary AUM: $1.0M
Non-discretionary AUM: $0
Discretionary accounts: 1
Non-discretionary accounts: 0
Total accounts: 1
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	Fewer than 5	$1.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	AUM	$0	$1,044,497	increased by$1,044,497
Apr 1, 2026	Accounts	0	1	increased by1
Feb 1, 2026	Clients	2	1	decreased by1
Feb 1, 2026	AUM	$275,632,111	$0	decreased by$275,632,111
Feb 1, 2026	Accounts	2	0	decreased by2
Dec 1, 2025 vs May 1, 2025	AUM	$305,100,000	$275,632,111	decreased by$29,467,889
May 1, 2025 vs Oct 1, 2022	Employees	1	9	increased by8
May 1, 2025 vs Oct 1, 2022	Clients	56	2	decreased by54
May 1, 2025 vs Oct 1, 2022	AUM	$0	$305,100,000	increased by$305,100,000
May 1, 2025 vs Oct 1, 2022	Accounts	0	2	increased by2
Apr 1, 2022	Employees	2	1	decreased by1
Apr 1, 2022	Clients	71	56	decreased by15
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ENVISAGE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ENVISAGE” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.