Envisage Gmbh.
- Regulatory AUM
- $1.0M
- Discretionary
- $1.0M
- Clients
- 1
- Avg AUM / client
- $1.0M
- Accounts
- 1
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $1.0M | 100.0% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Straub, Martin, James | Chief Compliance Officer | Mar 2009 (17y) | Less than 5% | |
| Despland, Didier | Coo And Director | Sep 2024 (2y) | Less than 5% | |
| Etaix, Julien | Rm | Sep 2024 (2y) | Less than 5% | |
| Gallotti, Gabriele | Shareholder | Sep 2024 (2y) | ≈ 18.75% – 50% via Novum Capital Partners Sa | |
| Jeck, Sebastian | Ceo And Director | Sep 2024 (2y) | Less than 5% | |
| Khalil, Karim | Senior Equity Specialist | Sep 2024 (2y) | Less than 5% | |
| Martinez, Giovanni | Private Equity And Venture Capital Specialist | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Novum Capital Partners Sa | Shareholder | Sep 2024 | A | 75% or more |
| Catalina Corp | Shareholder | Sep 2024 | B | ≈ 18.75% – 50% via Novum Capital Partners Sa |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gallotti, Gabriele: 25% – 50% of Novum Capital Partners Sa × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Catalina Corp: 25% – 50% of Novum Capital Partners Sa × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/21/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Wilmington Trust Na., A Subsidiary Of M&T Bank Corporation $305M (100% of AUM) Apr 2025
- Wells Fargo $276M (100% of AUM) Jun 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 21, 2026.
View current Form ADV (SEC/IAPD) ↗