The VISTA FINANCE is a privately held investment adviser that advises $330.64mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. VISTA FINANCE is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 54.48% over the last 5-years.
The Group has been registered with the SEC for 5.42 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 100 SOUTH BRENTWOOD SUITE 350, CLAYTON, MISSOURI. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 4 investment and 1 non-investment staff. The total number of Employees increased by 66.67% over the last 5-years.
Their $330.64mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 25 other accounts. Assets of High Net Worth Individuals clients own $259.81mn or 78.58% of Total Assets and Corporations or Other Businesses own $54.57mn or 16.5% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $10.68mn in assets.
The Group discloses fixed fees and management fees.
VISTA FINANCE names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.