Managing Director · Invision Management, Inc.
Matthew E. Steffen
CRD 7909504 · Named on Form ADV at one SEC-registered adviser
At a glance
Invision Management, Inc., an SEC-registered private fund adviser based in Chicago, IL with $1.3 billion in regulatory assets, lists Matthew E. Steffen on its Form ADV as Managing Director, a control person.
Firms and roles
- Invision Management, Inc.Managing DirectorPrivate fund adviser · Chicago, IL · $1.3B in regulatory assets
AtlasMembers
Matthew’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Robert J. CastilloPresident; Shareholder, Invision Management, Inc.
- Thomas P. HarrisonVice President, Secretary and Treasurer; Shareholder, Invision Management, Inc.
- Michael G. PsarasChief Financial Officer, Chief Compliance Officer, Invision Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.