Envisage Capital Management, LLC

Envisage Capital Management, LLC (CRD# 144063) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $9,100,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $9,100,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Envisage Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joseph P. Franzetta
CRD#: 5611989
9701 Wilshire Blvd., Suite 1000, Beverly Hills, CA 90212
93
Wealthminder
score

Joseph Franzetta (CRD# 5611989) is an Investment Advisor Representative working at Envisage Capital Management, LLC in Beverly Hills, CA and has over 7 years of experience in the finance industry.

2
Adam T. Sherazi
CRD#: 2537433
9701 Wilshire Blvd., Suite 1000, Beverly Hills, CA 90212
93
Wealthminder
score

Adam Sherazi (CRD# 2537433) is an Investment Advisor Representative working at Envisage Capital Management, LLC in Beverly Hills, CA and has over 22 years of experience in the finance industry.

3
William A. Stavropoulos
CRD#: 2877406
9701 Wilshire Blvd., Suite 1000, Beverly Hills, CA 90212
93
Wealthminder
score

William Stavropoulos (CRD# 2877406) is an Investment Advisor Representative working at Envisage Capital Management, LLC in Beverly Hills, CA and has over 19 years of experience in the finance industry.

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