Vistamark Investments
Firm details
- Headquarters
- Hinsdale, Illinois
- CRD number
- 335309
- Registered since
- May 7, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals80.56%
- HNWI19.44%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Vistamark Investments is a privately held LLC that provides portfolio management to individuals and small businesses and offers pension consulting services. The firm bills clients via an asset-based fee schedule and fixed fees, and reports an individual-owner structure. Vistamark registered with the SEC in 2026 and serves an individual and family clientele. The firm does not identify as an active ESG investor.
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Matthew Rice
CIO and Managing PartnerCRD 2946351
Contacts
3 of 3
Ryan Walter
Partner, DirectorCRD 5066998
Sean McEvilly
Managing Partner and FounderCRD 6760943
William Seyfarth
Managing PartnerCRD 6921144
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hinsdale, IL
Du Page
Location
Hinsdale, IL
Headquartered in Hinsdale, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 333 W Chestnut St
- Time zone
- CT (UTC-6)
- Office locations
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