Vistamark Investments
Firm details
- Headquarters
- Hinsdale, Illinois
- CRD number
- 335309
- Registered since
- May 7, 2026
- Website
- www.vistamark.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other Investment Advisers80.32%
- HNWI16.09%
- Charitable Organizations3.59%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Vistamark Investments is an independent, individually owned registered investment adviser that began SEC registration in 2026. The firm positions itself to serve both high-net-worth individuals and families as well as institutional clients, offering portfolio management for individuals and small businesses and listing pension consulting services among its advisory activities. Its fee arrangements include both percentage-of-assets and fixed-fee engagements. The firm reports that it does not act as a capital allocator and is not 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
FINTRXContacts
FINTRXWealth 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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