Vista Point Asset Management LLC
Firm details
- Headquarters
- Irvine, California
- CRD number
- 341810
- Registered since
- June 23, 2026
- Fee structure
- Percentage of AUM, Other
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Vista Point Asset Management LLC is a newly formed institutional registered investment adviser that registered with the SEC in 2026. The firm is organized as an LLC and lists ownership tied to both a domestic entity and individuals. It identifies its core advisory activities as portfolio management for pooled investment vehicles and for businesses or institutional clients. Vista Point reports a fee model that includes a percentage-of-assets-under-management component alongside other fee arrangements. Vista Point does not describe itself as a capital allocator, it is not an active ESG investor, and it is not registered as a multi-state adviser. The firm also indicates affiliations consistent with operating investment vehicles: it lists roles such as sponsor, general partner or managing member of pooled vehicles, and notes connections with CPO/CTA activities.
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
2 of 2
Raulin Villegas
Senior DirectorCRD 6806798
Stephen Wichmann
CRD 8252478
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 1920 Main St
- Time zone
- PT (UTC-8)
- Office locations
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