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Chief Executive and Director · Envisage

Karim Khalil

CRD 5458183 · Named on Form ADV at one SEC-registered adviser

At a glance

Envisage, an SEC-registered wealth manager based in Geneva, Switzerland with $1 million in regulatory assets, lists Karim Khalil on its Form ADV as Chief Executive and Director, a control person.

Firms and roles

  • EnvisageChief Executive and DirectorWealth manager · Geneva, Switzerland · $1M in regulatory assets

AtlasMembers

Karim’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Karim’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.