VISTIA CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
LONE TREE, Colorado
CRD number
311342
Registered since
June 15, 2021
Website
vistia.com

Firm profile

FINTRX

Overview

Vistia Capital, LLC is organized as a limited liability company and is recorded as SEC-registered in 2021. Ownership is listed as a combination of a domestic entity and an individual. FINTRX labels the firm’s classification as "Unclassified." The profile shows the firm is not identified as a capital allocator, is not active on ESG, and is not reported as a multi-state adviser, pension consultant, or related adviser. The firm has not provided public detail on its investment approach, client segments, fee schedule, or day-to-day advisory activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • DANIEL ROBERTS

    Chief Compliance OfficerCRD 2208120

Contacts

3 of 12
  • BRANDON SHORT

    Registered RepresentativeCRD 5708737

  • JAKE MOSES

    Associate Vice PresidentCRD 7776291

  • PABLO RODRIGUEZ DE ALMEIDA

    Registered PrincipalCRD 7155564

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LONE TREE, CO

DOUGLAS

Location

LONE TREE, CO

Headquartered in LONE TREE, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DOUGLAS
Address
9380 Station St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth