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VC

Family Office

Vision Capital Management

Portland, United Statesvcmi.net/
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Mandates
Verified profileData completeness 55%Updated 2026-05-19Sources: ria, 101_consolidated_master

Mandate & appetite

Preferred strategies
Target geographies
Typical ticket
AUM
Real-asset allocation
Appetite

Investor profile

Founded in 1999, Vision Capital Management Inc is an independent, employee-owned RIA based in Portland, Oregon, specializing in personalized financial planning and low-cost investment strategies tailored to various client needs, notably serving professionals and nonprofits.

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Comparable allocators

GV

Other

Grand Vision Family Office

Des Moines, United States

Grand Vision Family Office is an Indiana-based investment firm that offers exclusive family office services and real estate investment strategies, catering primarily to affluent families. The firm is known for its grassroots approach that aims to provide the same elite financial benefits typically reserved for high-net-worth individuals.

Real Estate
US & Canada0 contacts
CW

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Capital Wealth Management

West Warwick, United States

Established in 1989, Capital Wealth Management, LLC is a registered investment adviser based in the U.S., specializing in personalized wealth management and alternative investments while focusing on building and preserving client wealth through tailored financial strategies.

Private EquityHedge Funds
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GC

Family Office

Generation Capital Management

Rochester, United States

Founded in 2003, Generation Capital Management is an SEC-registered independent investment adviser located in Rochester, NY, specializing in customized investment management and financial planning with a focus on informed risk management and a fiduciary duty to its clients.

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Capital Insight Partners

Scottsdale, United States

Capital Insight Partners is a Scottsdale, Arizona-based family office established in 2008, specializing in investment advisory services and financial planning for high net worth individuals and corporate retirement plans. The firm offers multi-asset class portfolio management, serving clients across the United States without a specific focus on real estate investments.

US & Canada0 contacts
CI

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Capital Insight Partners. LLC

Capital Insight Partners, founded in 2008, is a U.S.-based family office specializing in global multi-asset class portfolio management and financial planning services for high net worth families and corporate retirement plans, operating as an independent national investment manager.

0 contacts
4C

Other

400 Capital Management

New York, United States

Institutional investor Lender. based in New York United States. LP type: other. Asset class focus: Industrial, Industrial & Logistics, Multifamily, Residential. Geographic focus: US & Canada. Active real asset investor

Real Estate
0 contacts