FUSION INVESTMENT ADVISORS LLC
SEC file number 801-72171
· DALLAS, TX
https://fusiongroupholding.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$849.6M
Discretionary AUM
$849.6M
Employees
76
Clients
15
Firm
- Address
- 9111 CYPRESS WATERS BLVD SUITE 140
DALLAS, TX 75019 - Phone
- —
- Website
- https://fusiongroupholding.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Advisers Investment Trust Medium name-match confidence · CIK 1516523 · IL
- Cladis Investment Advisory, LLC Medium name-match confidence · CIK 1911520 · MT
- Vision Capital Investment Corp Medium name-match confidence · CIK 2094920 · ID
- Monarch Investment Advisory Fund, LP Medium name-match confidence · CIK 2061135 · NY
- Vision Co-Investment Fund II, LP Medium name-match confidence · CIK 2098827 · CO
- UNITED CAPITAL ADVISORS EMPLOYEE INVESTMENT, LLC Medium name-match confidence · CIK 2092698 · TX
- Vision Co-Investment Fund III, LP Medium name-match confidence · CIK 2113979 · CO
- Advaya Investment Partners Fund LP Medium name-match confidence · CIK 2044921 · E9
- Advaya Investment Partners Fund Ltd Medium name-match confidence · CIK 2044816 · E9
- Fusion Co-Invest II-A, LP Medium name-match confidence · CIK 2068805 · CA
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Advaya Investment Partners Fund Ltd · D/A · Jun 8, 2026
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Advaya Investment Partners Fund LP · D/A · Jun 8, 2026
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Vision Co-Investment Fund III, LP · D · Apr 23, 2026
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Advisers Investment Trust · D/A · Feb 6, 2026
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UNITED CAPITAL ADVISORS EMPLOYEE INVESTMENT, LLC · D · Jan 2, 2026$1.4M
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Vision Co-Investment Fund II, LP · D · Dec 17, 2025
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Vision Capital Investment Corp · D · Nov 25, 2025
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Vision Capital Investment Corp · D · Nov 4, 2025$15M
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Fusion Co-Invest II-A, LP · D · May 30, 2025
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Monarch Investment Advisory Fund, LP · D · Mar 27, 2025
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Cladis Investment Advisory, LLC · D · Mar 14, 2025$1.7M
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Advisers Investment Trust · D/A · Feb 6, 2025