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 structured as a limited partnership and registered with the SEC in 2023. The firm serves institutional clients and positions itself as a manager for investment companies, operating in capacities that include CPO/CTA functions. It is organized to act as sponsor, general partner or managing member of pooled investment vehicles. Compensation is a mix of percentage-of-AUM fees and performance-based fees. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator or pension consultant; ownership is listed as a combination of a domestic entity and an individual.

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

    Chief Compliance Officer and Senior Managing DirectorCRD 1554503

  • LAUREN DILLARD

    Senior Managing Director and Chief Financial OfficerCRD 6602808

  • ROBERT SMITH

    Founder and CEOCRD 2529114

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Contacts

3 of 4
  • SUZANNE DONOHOE

    Senior Managing DirectorCRD 2198609

  • Joshua CLEMENT

    CRD 6795841

  • 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