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 $400,000,000 · Duration One year or less · Net Assets Decline to Disclose
RE Blue Vista Real Estate Partners V-C LLC [2024-10-24] 191.8 M 85.3 M
Filed 2019-03-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE Blue Vista Real Estate Partners VI TE LP [2024-10-24] 191.8 M 18.4 M
Filed 2019-03-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE Blue Vista Real Estate Partners V TE LP [2024-10-24] 30.0 M 15.3 M
Filed 2019-03-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE Blue Vista Student Housing Fund III-C LLC [2024-10-24] 35.0 M 32.1 M
Filed 2022-06-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
View All
AUM Breakdown Accounts AUM ($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 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
General Partner Blue Vista Finance Managers LLC Promoter 3 2
Blue Vista Managers IV LLC Executive Officer 3 2
Blue Vista Student Housing Select Strategies Manager LLC Executive Officer 3 2
Matthew Schoaf Executive Officer 3 2
Brandon Goetzman Executive Officer 3 2
Investment Adviser Blue Vista Capital LLC Promoter 2 1
Manager Blue Vista Managers II LLC Executive Officer 2 1
General Partner Blue Vista Managers V LLC Promoter 2 1
Blue Vista Managers III LLC Executive Officer, Promoter 2 1
Sole Member of GP Blue Vista Student Housing Select Strategies Manager LLC Promoter 1 1
Blue Vista Student Housing Manager V LLC Executive Officer 1 1
General Partner Blue Vista Managers III LLC Promoter 1 1
General Partner Blue Vista Managers IV LLC Promoter 1 1
Robert Bryon Executive Officer 1 1
General Partner Blue Vista Student Housing Managers III LLC Promoter 1 1
General Partner BVSHSSF GP LLC Promoter 1 1
Firm Profile (Form ADV)
Discretionary AUM$0.9B
ServesInstitutional
Fund TypesReal Estate
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