The Vistria Group, LP

RIASEC Registered
Total AUM
$14B
Discretionary
$14B
100% of AUM
Avg account
$608M
Accounts
23
Employees
107
Advisory reps
3

Firm details

Headquarters
Chicago, Illinois
CRD number
167045
Registered since
April 10, 2013
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

The Vistria Group, LP is a limited partnership and multi-strategy fund manager focused on private equity and real estate investments. The firm is registered with the SEC (registration year 2013) and primarily serves institutional clients through portfolio management for pooled investment vehicles. Its compensation arrangements include percentage-of-AUM and performance-based fees, and it identifies as an active ESG investor. The firm also functions in roles typical of sponsors and general partners for pooled vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

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Contacts

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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
300 E Randolph St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth