Blue Vista Capital LLC

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Assets, Funds, Holdings

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Blue Vista Capital LLC
CRD #127001
SEC #801-74382
CIK #
AUM $1.9 B (2025-05-12)
Employees 60 (58% Investors, 10% Brokers)
Phone312-578-0033
Address353 N Clark St
Chicago, IL 60654-3453
Source [IAPD] [Website] [LinkedIn]
Total AUM ($B)
4.03.22.41.60.80.02011201620212026
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
General Partner Blue Vista Finance Managers LLC 3
Blue Vista Student Housing Select Strategies Manager LLC 3
Matthew Schoaf 3
Blue Vista Managers IV LLC 3
General Partner Blue Vista Managers VI LLC 2
Brandon Goetzman 2
General Partner Blue Vista Managers V LLC 2
Blue Vista Managers III LLC 2
Manager Blue Vista Managers II LLC 2
Investment Adviser Blue Vista Capital LLC 2
Blue Vista Student Housing Manager V LLC 1
Manager Blue Vista Managers V LLC 1
Robert Bryon 1
General Partner Blue Vista Student Housing Managers III LLC 1
General Partner Blue Vista Managers IV LLC 1
General Partner Blue Vista Accelerator Manager LLC 1
Harris Erick 1
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Maxim Capital Group LLC
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Aegon USA Realty Advisors LLC
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Black Chamber Partners LLC
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Marcus Partners LLC
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