Envision Capital Management Ltd
- Regulatory AUM
- $40.8M
- Discretionary
- $40.8M
- Clients
- 42
- Avg AUM / client
- $970K
- Accounts
- 43
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10 | $1.4M | 3.45% |
| High net worth individuals | 22 | $14.2M | 34.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $8.9M | 21.8% |
| Pension and profit sharing plans | 9 | $16.3M | 39.9% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jun 2015 · $33.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Talisman Partners, Llc | Other Private Fund | Arizona | $33.5M | 81 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Mark Druckman | President | Jun 1982 (44y) | Less than 5% | |
| Patricia Ann Druckman | Vice President, Chief Compliance Officer | Chartered Financial Consultant | Dec 1998 (28y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Druckman Family Trust (U/A/T Dated 12/4/1998) | Owner | Dec 1998 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $33.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Talisman Partners, Llc | Other Private Fund | $33.5M | $250K | 81 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 1.37 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: VIOLATIONS OF SECTIONS 17(A)(2) AND 17(A)(3) OF SEC. ACT 1933 AND SECTIONS 206(2) AND 206(4) OF INV. ADV. ACT OF 1940 AND RULES (206(4)-2 AND 206(4)-7 THEREUNDER. Status: Final Sanction Detail: INDEPENDENT COMPLIANCE CONSULTANT REQUIRED FOR TWO YEARS, EFFECTIVE THROUGH JUNE, 2013. Summary: ENVISION CAPITAL MANAGEMENT, LTD. AND MR. MICHAEL DRUCKMAN NEITHER ADMITTED OR DENIED THE SEC'S ALLEGATIONS.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $31.9M (78% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗