VISTA INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- PITTSBURGH, Pennsylvania
- CRD number
- 116068
- Registered since
- March 16, 2018
- Website
- www.vista-im.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.16%
- Individuals12.14%
- Corporations / Businesses11.08%
- Charitable Organizations1.62%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Vista Investment Management, LLC is an SEC-registered advisory firm organized as an LLC and registered in 2018. The firm serves both individual and family clients as well as institutional accounts and charges fees based on a percentage of assets under management. Its stated advisory capabilities include discretionary portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and pension consulting services. Vista does not identify as an active ESG investor and is not listed as a multi-state adviser. Rather than functioning as a capital allocator, the firm appears to deploy third‑party funds when accessing certain alternative strategies.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities33%
- US Government Bonds3%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1MATTHEW VIVERETTE
Chief Compliance Officer & Director of TechnologyCRD 6329239
Contacts
3 of 3LAWRENCE EAKIN
Portfolio Manager, Research AnalystCRD 2831417
JOHN FRANKOLA
Portfolio ManagerCRD 1793125
Dylan Dunlop
Investment AnalystCRD 6773271
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 125Active vs passive
$266M in ETFs
85%
$226M
13%
$39.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $10.1M | 127,091 | 3.79% |
Location
PITTSBURGH, PA
ALLEGHENY
Location
PITTSBURGH, PA
Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- ALLEGHENY
- Address
- 400 Penn Center Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
WMS WEALTH PLANNERS
RIAPITTSBURGH, PA
CHRONOMETER PARTNERS LP
RIAPITTSBURGH, PA
KAILASA CAPITAL MANAGEMENT LLC
RIAPITTSBURGH, PA
US ASSET MANAGEMENT, LLC
RIAPITTSBURGH, PA
LEGEND FINANCIAL ADVISORS INC
RIAPITTSBURGH, PA
STEEL TOWER INVESTMENTS
RIAPITTSBURGH, PA