Blue Vista Capital, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
$1.9B
Discretionary
$1.6B
82% of AUM
Accounts
21
Employees
60
Advisory reps
5
Brokerage reps
7

Firm details

Headquarters
Chicago, Illinois
CRD number
127001
Registered since
March 13, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Blue Vista Capital, LLC is a real-estate-focused investment manager organized as an LLC and SEC-registered since 2012. The firm targets institutional clients and operates primarily through pooled investment vehicles, providing portfolio management for those funds while also maintaining broker-dealer activities. Its business model includes acting as sponsor/GP or managing member of pooled vehicles and engaging in related real-estate brokerage and insurance-company relationships. Blue Vista charges asset-based management fees and can earn performance-based fees on its funds. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Peter Stelian

    Peter Stelian

    CEO & Co-FounderCRD 2908950

Contacts

3 of 4
  • Stacy Donahue

    Stacy Donahue

    Vice President, Corporate ControllerCRD 6595823

  • Ashley Caldis

    Senior Vice PresidentCRD 7851893

  • Robert Byron

    Robert Byron

    ChairmanCRD 1360739

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
353 N Clark St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth