Vista Investment Partners LLC
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 286014
- Registered since
- January 3, 2017
- Website
- www.vistainvestment.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.76%
- Individuals17.59%
- Corporations / Businesses6.19%
- Charitable Organizations2.46%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Vista Investment Partners LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2017. The firm serves both individual and family clients as well as institutional clients, and bills for advice using a mix of percentage-of-AUM and fixed-fee arrangements. Core advisory capabilities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Vista reports it is not an active ESG investor and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities44%
- Cash & Cash Equivalents41%
- US Government Bonds8%
- Public Funds/Mutual Funds6%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$57.3M in ETFs
59%
$33.6M
40%
$23.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $14.1M | 18,507 | 24.62% |
Location
Oklahoma City, OK
Oklahoma
Location
Oklahoma City, OK
Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 5601 N Classen Blvd
- Time zone
- CT (UTC-6)
- Office locations
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