Blue Vista Capital, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 127001
- Registered since
- March 13, 2012
- Website
- bluevistallc.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Peter Stelian
CEO & Co-FounderCRD 2908950
Contacts
3 of 4Stacy Donahue
Vice President, Corporate ControllerCRD 6595823
Ashley Caldis
Senior Vice PresidentCRD 7851893

Robert Byron
ChairmanCRD 1360739
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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