The Visualize Group Lp
- Regulatory AUM
- $396M
- Discretionary
- $396M
- Clients
- 3
- Avg AUM / client
- $132M
- Accounts
- 4
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $239M | 60.4% |
| Other | Fewer than 5 clients | $157M | 39.6% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $183M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Visualize Strategic Evergreen Partners Master Lp master | Hedge Fund | Cayman Islands | $183M | 14 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ike, Chukudi, Melvin | Managing Partner | Oct 2020 (6y) | ≈ 0% – 5% via Tvg Gp Llc | |
| Morgan, Justin, David | Chief Compliance Officer, Chief Operating Officer, Chief Financial Officer | Jul 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Visualize Management Holdings Lp | Limited Partner | Oct 2023 | A | 75% or more |
| Tvg Gp Llc | General Partner | Oct 2020 | A | Less than 5% |
| Tvg Gp Llc | General Partner | Oct 2023 | B | GP / trustee / elected manager of Visualize Management Holdings Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ike, Chukudi, Melvin: 75% – 100% of Tvg Gp Llc × 0% – 5% direct ≈ 0% – 5% 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.
Private funds (1, $183M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Visualize Strategic Evergreen Partners Master Lp | Hedge Fund | $183M | $5.0M | 14 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/20/2026 | 1.24 MB | 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Goldman Sachs $86.7M (22% of AUM) May 2026
- Morgan Stanley $70.1M (18% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗