← Tributary

THE VISUALIZE GROUP LP

NEW YORK, NY · CRD 327531 · IAPD ↗ · 212-540-5151

$396.1MRegulatory AUM
8Advisory reps
10Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — THE VISUALIZE GROUP LP reported RAUM up 51% ($262.2M -> $396.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2026 — THE VISUALIZE GROUP LP grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
April 2025 — THE VISUALIZE GROUP LP reported RAUM up 43% ($183.4M -> $262.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
February 2024 — THE VISUALIZE GROUP LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.