Vistia Capital, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
14
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 an SEC-registered investment adviser organized as a limited liability company and first registered in 2021. FINTRX classifies the firm as "unclassified" and lists the owner type as a mix of a domestic entity and an individual. The dataset provides minimal detail about the firm's advisory activities, client segments, or fee arrangements. The profile data indicates that Vistia Capital does not position itself as a capital allocator and is not identified as an active ESG investor. It also is not flagged as a multi-state adviser, pension consultant, or related adviser in the FINTRX snapshot.

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

    Daniel Roberts

    Chief Compliance OfficerCRD 2208120

Contacts

3 of 13
  • John Goodman

    Registered RepresentativeCRD 2238409

  • Brandon Short

    Registered RepresentativeCRD 5708737

  • Jake Moses

    Jake Moses

    Associate Vice PresidentCRD 7776291

Unlock 10 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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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