VISTASHARES
Firm details
- Headquarters
- ,
- CRD number
- 331812
- Registered since
- August 21, 2024
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Vistashares is an SEC‑registered advisor (registration year 2024) that focuses on portfolio management for investment companies. Its stated client base is institutional, and the firm’s fee model includes a percentage of assets under management alongside other fee arrangements. Vistashares is not identified as an active ESG investor and is classified as unclassified in the filing. The firm is owned by a domestic entity and an individual and does not act as a capital allocator or pension consultant. Given the advisory activity—management of investment companies—Vistashares appears to run pooled or institutional strategies rather than retail wealth-management programs. The combination of institutional clients and a percentage‑of‑AUM fee profile suggests a manager-oriented setup where strategy performance and scale matter for economics and distribution.
Assets & Accounts
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
Owners & executives
3 of 3ADAM PATTI
CEOCRD 2263967
CHRISTOPHER HUTTON
Chief Financial OfficerCRD 7956588
JOHN MCDEVITT
Chief Compliance OfficerCRD 5234258
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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