Vista Investment Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richmond, IN. Its latest Form ADV filing, dated March 31, 2026, reports $383M in regulatory assets under management, 12 employees, 1 office, and 1,548 accounts.
Top client segmentIndividuals represent 80.4% of total clients.
Top client categories% of clientsClients
1
Individuals
80.4%
397
2
HNWI
19.0%
94
3
Corporations
0.6%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$383Mas of March 31, 2026
Discretionary100.0%
$383M
100% of total RAUM100.0%
Non-discretionary0.0%
$113K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$383M
Total Accounts1,548
10Y AUM Change+$383M
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee41:1
10Y Employee Change+4 (+50.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.