|
⚲
|
| Keyboard |
| Vista Investment Management LLC
✚
|
|
|---|---|
| CRD # | 116068 |
| SEC # | 801-112652 |
| CIK # | 0001740140, 0001640638 |
| AUM | 323.9 M (2026-03-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 412-824-5940 |
| Address | 400 Penn Center Blvd, Suite 555 Pittsburgh, PA 15235-5610 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| II-VI Inc | 6.3 | ||
| J P Morgan Chase & Co | 5.6 | ||
| Global MOFY Metaverse Ltd | 4.4 | ||
| Rush Enterprises Inc TX | 4.0 | ||
| Wesco International Inc | 3.8 | ||
| Capital One Financial Corp | 3.4 | ||
| Alphabet Inc | 3.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 39.3 |
| (b) Individuals (high net worth individuals) | 78 | 243.5 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 5.2 |
| (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 | 5 | 35.9 |
| (n) Other | 0 | 0.0 |
| Total | 544 | 323.9 |
| By Discretionary | ||
| Discretionary | 540 | 319.2 |
| Non-Discretionary | 4 | 4.7 |
| Total | 544 | 323.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 323.9 | |
| Total | 544 | 323.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001640638] | |
| SC 13G | [0001640638] | |
| 13F-HR | [0001740140] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Private Vista LLC | Claymore Exchange-Traded Fund Trust | [2018-04-10] |
| Private Vista LLC | Wisdom Tree Investments Inc | [2017-07-24] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Strategic Wealth Advisors LLC
✚
|
325.2 M | |
|
Catawba River Capital
✚
|
SC | 325.1 M |
|
Converse Team Financial Services LLC
✚
|
325.0 M | |
|
Whipplewood Advisors LLC
✚
|
CO | 324.5 M |
|
Putterman Dean Eliot
✚
|
TX | 324.5 M |
|
Johnson Wealth Management LLC
✚
|
ND | 323.4 M |
|
Choice Wealth Advisors LLC
✚
|
ME | 323.3 M |
|
Brown Financial Advisors LLC
✚
|
OH | 323.3 M |
|
Next Level Wealth Planning LLC
✚
|
ID | 322.7 M |
|
Carswell Investments LLC
✚
|
NY | 322.5 M |