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VISION CAPITAL PARTNERS
Legal name: VISION CAPITAL PARTNERS, INC.
CRD 175147File 801-100364
APPROVED
Retail clients
Custody
Filing as of Sep 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$168.3M
Bottom 25% of cohort (national)
Discretionary AUM
$168.3M
Clients
145
382 accounts
Employees
4
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 12, 2015
- Principal office
- 2211 OLD EARHART RD., SUITE 155, ANN ARBOR, MI, 48105
- Phone
- 734-356-3250
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $168.3M
- Discretionary AUM
- $168.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 382
- Non-discretionary accounts
- 0
- Total accounts
- 382
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $8 |
| Charitable organizations | Fewer than 5 | $1.9M |
| High net worth individuals | 43 | $129.4M |
| Pension and profit sharing plans | Fewer than 5 | $6.6M |
| Individuals (other than high net worth individuals) | 97 | $30.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 3 | 4 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Clients | 143 | 141 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $127,441,060 | $146,562,527 | increased by$19,121,467 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 341 | 366 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 3 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 620 | 143 | decreased by477 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $133,838,788 | $127,441,060 | decreased by$6,397,728 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 606 | 341 | decreased by265 |
| Oct 1, 2022 | Employees | 6 | 5 | decreased by1 |
| Oct 1, 2022 | Clients | 583 | 620 | increased by37 |
| Oct 1, 2022 | AUM | $160,372,150 | $133,838,788 | decreased by$26,533,362 |
| Oct 1, 2022 | Accounts | 589 | 606 | increased by17 |
| Oct 1, 2021 | Employees | 5 | 6 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VISION CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VISION CAPITAL” 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.