Blue Vista Capital LLC

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Blue Vista Capital LLC
✚
CRD #127001
SEC #801-74382
CIK #
AUM 1,889.5 M (2026-05-20)
Employees 60 (67% Investors, 12% Brokers)
Phone312-578-0033
Address353 N Clark St
Chicago, IL 60654-3453
Source [IAPD] [Website] [LinkedIn]
Total AUM ($B)
4.03.22.41.60.80.02010201520212027
Type Form D Funds Date Sold AUM
RE Blue Vista Diversified Storage Solutions Fund LP [2026-03-30] 13.9 M
Filed 2025-10-10 (D) · Exemption 506(b), 3(c), 3(c)(5), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE BV-FPP Lugoff LLC 2025-12-26 7.8 M
RE BV-FPP Ocoee LLC 2025-12-26 10.5 M
RE Bvrep VI Eastpointe Cheshire LLC 2025-12-26 29.2 M
RE BV-WFT Ocoee LLC 2025-12-26 1.2 M
RE Blue Vista Real Estate Partners IV TE LP [2024-10-24] 10.8 M
Offered $400,000,000 · Filed 2015-03-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $400,000,000 · Duration One year or less · Net Assets Decline to Disclose
RE Blue Vista Real Estate Partners V-C LLC [2024-10-24] 191.8 M 85.3 M
Filed 2019-03-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE Blue Vista Real Estate Partners VI TE LP [2024-10-24] 191.8 M 18.4 M
Filed 2019-03-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE Blue Vista Real Estate Partners V TE LP [2024-10-24] 30.0 M 15.3 M
Filed 2019-03-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE Blue Vista Student Housing Fund III-C LLC [2024-10-24] 35.0 M 32.1 M
Filed 2022-06-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE BV Member Oz Gainesville LLC 2024-10-24 1.2 M
RE BVSHSSF PE Member LP [2024-10-24] 30.0 M
Filed 2021-04-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE Blue Vista Accelerator Fund LP [2024-03-29] 191.8 M 32.6 M
Filed 2019-03-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE Blue Vista Real Estate Partners VI LP [2024-03-29] 191.8 M 165.5 M
Filed 2019-03-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE Blue Vista City Select Fund LP [2023-04-27] 150.0 M 159.4 M
Filed 2025-08-26 (D/A) · Exemption 506(b), 3(c), 3(c)(5), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
RE AD Oz Gainesville LLC [2022-03-31] 39.6 M 64.3 M
Offered $46,600,000 · Filed 2022-01-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $7,025,000 · Duration One year or less · Revenue Decline to Disclose
RE Blue Vista Student Housing Fund III LP [2021-03-30] 35.0 M 23.5 M
Filed 2022-06-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE BVSHSSF Seattle COI LP 2021-03-30 21.9 M
RE Blue Vista Real Estate Partners V LP [2019-04-26] 191.8 M 330.5 M
Filed 2019-03-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE BVSHSSF Boston COI LP 2019-04-26 31.0 M
RE BVSHSSF Raleigh COI LP 2019-04-26
RE BVSHSSF Syracuse COI LP 2019-04-26 0.0 M
RE UCC Chicago Acquisition LLC 2018-03-30 199.0 M
RE Blue Vista Finance LP [2016-12-22] 35.7 M
Filed 2016-11-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE Blue Vista Real Estate Partners IV LP [2016-12-22] 256.5 M 63.7 M
Offered $400,000,000 · Filed 2015-10-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $143,475,000 · Duration More than one year · Net Assets Decline to Disclose
RE Blue Vista Student Housing Select Strategies Fund LP [2016-12-22] 55.0 M 267.7 M
Offered $300,000,000 · Filed 2016-01-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $245,000,000 · Duration One year or less · Net Assets Decline to Disclose
RE Blue Atlantic Acquisition Group II LLC 2014-03-31 132.6 M
RE Blue Atlantic Acquisition Group LLC 2014-03-31 0.1 M
RE Blue Vista Sponsor Equity Fund III LP [2014-03-31] 48.2 M 0.8 M
Offered $350,000,000 · Filed 2012-11-02 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining $301,836,899 · Duration More than one year · Net Assets Decline to Disclose
RE Blue Vista Sponsor Equity Fund III Offshore LP [2013-09-04] 0.1 M
Filed 2013-06-03 (D) · Exemption 506, 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE Blue Vista Sponsor Equity Fund III TE LP [2013-09-04] 10.0 M 0.2 M
Offered $350,000,000 · Filed 2013-05-20 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining $340,000,000 · Duration More than one year · Net Assets Decline to Disclose
RE Bvsef II PIV Non-Reit LLC [2013-09-04] 7.5 M 0.0 M
Filed 2013-08-30 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE Bvsef II PIV REIT LLC [2013-09-04] 36.5 M 0.0 M
Filed 2013-08-30 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE Blue Vista Sponsor Equity Fund II LLC [2012-09-04] 0.4 M
RE Blue Vista Sponsor Equity Fund III LLC [2012-02-21] 48.2 M 42.0 M
Offered $350,000,000 · Filed 2012-11-02 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining $301,836,899 · Duration More than one year · Net Assets Decline to Disclose
RE Blue Vista Sponsor Equity Fund LLC 2012-02-21 0.1 M
AUM Breakdown Accounts AUM ($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 21 1.9
(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 0.0
(k) Insurance companies 0 0.0
(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 21 1.9
By Discretionary
Discretionary 20 1.6
Non-Discretionary 1 0.3
Total 21 1.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.9
Total 21 1.9
Form D Directors Role # Filings # Firms 2011 - 2026
David Katz Executive Officer 66 8
George Huber Executive Officer 27 4
Jason Schwartz Executive Officer 24 3
Erick Harris Executive Officer 8 3
James Strezewski Executive Officer 7 3
Peter Stelian Executive Officer 15 2
Robert Byron Executive Officer 13 2
Laurie Smith Executive Officer 7 2
Maria Scherer Executive Officer 6 2
Investment Advisor Blue Vista Capital LLC Promoter 5 2
View All
Firm Profile (Form ADV)
Discretionary AUM$0.9B
ServesInstitutional
Fund TypesReal Estate
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