President; Shareholder · Invision Management, Inc.
Robert J. Castillo
CRD 7900395 · 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 Robert J. Castillo on its Form ADV as President; Shareholder, a control person.
Firms and roles
- Invision Management, Inc.President; ShareholderPrivate fund adviser · Chicago, IL · $1.3B in regulatory assets
AtlasMembers
Robert’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
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Thomas P. HarrisonVice President, Secretary and Treasurer; Shareholder, Invision Management, Inc.
- Michael G. PsarasChief Financial Officer, Chief Compliance Officer, Invision Management, Inc.
- Matthew E. SteffenManaging Director, 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 Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.