Allocator Index · CRD 312082

VISTA FINANCE, LLC

Clayton, MO · 314-518-5240 · linkedin.com/company/vista-finance-llc?trk=public_profile_topcard-current-company

SEC IAPD record ↗

Fit score

70

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=25+10
  • hnw_majority+8
  • employees 3-60+8

HNW clients

58

Other individuals

15

HNW assets

$259.8M

Total AUM

$320.0M

Employees

5

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
VISTA HOLDING COOther Private Fund$10.7M