Blue Vista Capital LLC

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Blue Vista Capital LLC ✚
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) Copy

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
RE	AD Oz Gainesville LLC	[2022-03-31]	39.6	53.6
RE	Blue Vista Student Housing Fund III LP	[2021-03-30]	35.0	14.0
RE	BVSHSSF Seattle COI LP	2021-03-30		20.5
RE	Blue Vista Real Estate Partners V LP	[2019-04-26]	191.8	325.2
RE	BVSHSSF Boston COI LP	2019-04-26		46.1
RE	BVSHSSF Raleigh COI LP	2019-04-26		0.0
RE	BVSHSSF Syracuse COI LP	2019-04-26		0.0
RE	UCC Chicago Acquisition LLC	2018-03-30		199.0
RE	Blue Vista Finance LP	[2016-12-22]	20.0	71.6
RE	Blue Vista Real Estate Partners IV LP	[2016-12-22]	256.5	85.9
RE	Blue Vista Student Housing Select Strategies Fund LP	[2016-12-22]	55.0	282.4
RE	Blue Atlantic Acquisition Group II LLC	2014-03-31		132.6
RE	Blue Atlantic Acquisition Group LLC	2014-03-31		0.1
RE	Blue Vista Sponsor Equity Fund III LP	[2014-03-31]	48.2	0.8
RE	Blue Vista Sponsor Equity Fund III Offshore LP	[2013-09-04]	10.0	0.1
RE	Blue Vista Sponsor Equity Fund III TE LP	[2013-09-04]	10.0	0.2
RE	Bvsef II PIV Non-Reit LLC	[2013-09-04]	7.5	0.0
RE	Bvsef II PIV REIT LLC	[2013-09-04]	36.5	0.0
RE	Blue Vista Sponsor Equity Fund II LLC	[2012-09-04]		0.4
RE	Blue Vista Sponsor Equity Fund III LLC	[2012-02-21]	48.2	42.0
RE	Blue Vista Sponsor Equity Fund LLC	2012-02-21		0.1

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

Comparable Firms	State	AUM ($B)
Griffis Residential Investment Advisor ✚	CO	2.0
Whitman/Peterson LLC ✚	CA	2.0
Cloud Capital Advisors LLC ✚	DC	2.0
Lument Investment Management LLC ✚	NY	2.0
Laramar Multi-Family Value Manager LLC ✚	IL	1.9
Rose Smart Growth Investment Advisors LLC ✚	NY	1.9
Maxim Capital Group LLC ✚	NY	1.9
Aegon USA Realty Advisors LLC ✚	IA	1.8
Black Chamber Partners LLC ✚	DC	1.8
Marcus Partners LLC ✚	MA	1.8

Blue Vista Capital LLC

Assets, Funds, Holdings