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| Happy Holidays!! thanks for using AUM13F!! |
| Blue Vista Capital LLC
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| CRD # | 127001 |
| SEC # | 801-74382 |
| CIK # | |
| AUM | $1.9 B (2025-05-12) |
| Employees | 60 (58% Investors, 10% Brokers) |
| Phone | 312-578-0033 |
| Address | 353 N Clark St Chicago, IL 60654-3453 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Blue Vista Real Estate Partners IV TE LP | [2024-10-24] | 0.0 | 15.4 |
| RE | Blue Vista Real Estate Partners V-C LLC | [2024-10-24] | 100.0 | 84.4 |
| RE | Blue Vista Real Estate Partners VI TE LP | [2024-10-24] | 191.8 | 12.6 |
| RE | Blue Vista Real Estate Partners V TE LP | [2024-10-24] | 191.8 | 15.1 |
| RE | Blue Vista Student Housing Fund III-C LLC | [2024-10-24] | 35.0 | 19.1 |
| RE | BV Member Oz Gainesville LLC | 2024-10-24 | 1.2 | |
| RE | BVSHSSF PE Member LP | [2024-10-24] | 55.0 | 30.0 |
| RE | Blue Vista Accelerator Fund LP | [2024-03-29] | 20.1 | 20.1 |
| RE | Blue Vista Real Estate Partners VI LP | [2024-03-29] | 154.1 | 114.0 |
| RE | Blue Vista City Select Fund LP | [2023-04-27] | 150.0 | 133.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 17 | 1.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.1 |
| (k) Insurance companies | 0 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 19 | 1.9 |
| By Discretionary | ||
| Discretionary | 18 | 1.8 |
| Non-Discretionary | 1 | 0.1 |
| Total | 19 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 19 | 1.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| David Katz | 60 | |||
| George Huber | 24 | |||
| Jason Schwartz | 21 | |||
| James Strezewski | 6 | |||
| Peter Stelian | 14 | |||
| Robert Byron | 12 | |||
| Erick Harris | 8 | |||
| Laurie Smith | 6 | |||
| Investment Advisor Blue Vista Capital LLC | 5 | |||
| Maria Scherer | 4 | |||
| View All | ||||
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