Vista Point Asset Management LLC

RIASEC Registered
Total AUM
$211M
Discretionary
$0
0% of AUM
Avg account
$211M
Accounts
1
Employees
6
Advisory reps
5

Firm details

Headquarters
Irvine, California
CRD number
341810
Registered since
June 23, 2026
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Vista Point Asset Management LLC is an institutional registered investment adviser that works with institutional clients and pooled investment vehicles. The firm is SEC registered (2026) and operates as a limited liability company owned by a combination of a domestic entity and an individual. Its advisory scope includes portfolio management for pooled investment vehicles and portfolio management for businesses or institutions. Vista Point charges fees that include a percentage-of-AUM component alongside other fee arrangements, and it is not classified as a capital allocator. The firm is not active on ESG investing and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

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Contacts

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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

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth