# Vision Capital Management

Vision Capital Management is a Bank / Wealth / Trust based in Portland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** Portland, OR, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** visioncapitalmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/vision-capital-management-inc

## Regulatory record

- **CRD number:** 107793
- **SEC file number:** 801-66188
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-15T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107793

## About

Vision Capital Management is an SEC-registered investment adviser in DAVIDSON, NC, registered since 1999. The firm manages approximately $145 million in assets. It has 13 employees and 3 investment advisers.

## Questions

### What is Vision Capital Management's investment strategy?

Vision Capital Management follows a concentrated, long-only public-equity and fixed-income strategy based on fundamental, bottom-up security analysis. The firm seeks durable, cash-generative businesses and holds positions for the long term, eschewing market-timing in favor of compounding through full market cycles.

### What is Vision Capital Management's known posture on co-investments alongside external managers?

Vision Capital Management does not publicly disclose a co-investment program. Given its direct, long-only public-market strategy, co-investments alongside external general partners do not appear to be part of its mandate.

## Related profiles

- [Vision Advisors](https://altss.com/profile/vision-advisors)
- [Vision Capital Partners](https://altss.com/profile/vision-capital-partners)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/vision-capital-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology