Vista Partners LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 285532
- Website
- vistapglobal.com
- Fee structure
- Fixed Fees, Other
- Services
- Publication of Periodicals
Firm profile
FINTRXOverview
Vista Partners LLC is an independent Registered Investment Adviser organized as a limited liability company and owned by an individual. The firm does not identify as a capital allocator or pension consultant and is not flagged as a multi-state or newly formed adviser. Its disclosed advisory activity includes the publication of periodicals or newsletters, suggesting a content or research component to its offering rather than—or in addition to—traditional asset-management business lines. Fee arrangements cited are fixed fees and other fee structures. Vista Partners is not listed as an active ESG investor.
Assets & Accounts
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
Contacts
1 of 1
John Heerdink
AdvisorCRD 2553372
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 2055 Lombard St
- Time zone
- PT (UTC-8)
- Office locations
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