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Technovision Management LLC (San Francisco)


Technovision Management LLC is a large advisory firm based in San Francisco. It manages $19 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005.

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Technovision Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Technovision Management: assets under management

The assets under management (AUM) of Technovision Management LLC is $19 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.33 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Technovision Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Technovision Management LLC performs its advisory services is located at 150 California Street, San Francisco, CA 94111 The mailing address of the firm is 150 California Street, San Francisco, CA 94111. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-835-8312 or by fax 208-379-1946. The normal business hours are 6am to 6pm on Monday - Friday. You can find more information about the New York firm at www.technovisionfund.com.


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