Vistamark Investments

Overview

Vistamark Investments is an independent registered investment adviser that began its SEC registration in 2026. Structured as an LLC with individual ownership, the firm serves both high-net-worth individuals and institutional clients. Its advisory mandate emphasizes portfolio management for individuals and small businesses and includes pension consulting services. Fee arrangements combine percentage-of-AUM billing with fixed-fee engagements. The firm describes a clear preference for equity-focused strategies while also working with outside managers for non-public strategies. Vistamark does not position itself as a capital allocator; instead it sources third-party alternatives alongside core liquid holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices