Vista Credit Bdc Management, L.P.

RIASEC RegisteredEst. 2023
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$1.8B
Accounts
1
Advisory reps
8

Firm details

Headquarters
New York, New York
CRD number
326611
Registered since
July 21, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Vista Credit Bdc Management, L.P. is a limited partnership registered as an institutional RIA in 2023 that provides portfolio management for investment companies and operates in roles typical of pooled-vehicle managers. Its business activities are recorded as CPO or CTA, and the firm is listed as a sponsor, general partner, or managing member of pooled investment vehicles. The client base is institutional, and the firm is not described as a capital allocator. Fee arrangements combine a percentage of assets under management with performance-based compensation. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser. The entity is classified as a domestic ownership type (domestic entity and individual). Industry affiliations in the profile include broker-dealer, other investment adviser, CPO/CTA, and sponsor/GP roles, indicating a set of complementary functions around managing and sponsoring pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

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

3 of 4
  • Gwen Reinke

    Gwen Reinke

    Chief Compliance Officer and Senior Managing DirectorCRD 1554503

  • Lauren Dillard

    Lauren Dillard

    Senior Managing Director and Chief Financial OfficerCRD 6602808

  • Robert Smith

    Robert Smith

    Founder and CEOCRD 2529114

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Contacts

3 of 4
  • Suzanne Donohoe

    Suzanne Donohoe

    Senior Managing DirectorCRD 2198609

  • Joshua Clement

    CRD 6795841

  • David Breach

    David Breach

    PresidentCRD 6441280

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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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
50 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth