BLUE VISTA CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2012

Total AUM

$1.9B

Discretionary

$1.6B

82% of AUM

Accounts

21

Employees

60

Advisory reps

6

Brokerage reps

7

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 127001
Registered since: March 13, 2012
Website: bluevistallc.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Blue Vista Capital, LLC is a real-estate-focused investment manager organized as an LLC and SEC-registered since 2012. The firm targets institutional clients and operates primarily through pooled investment vehicles, providing portfolio management for those funds while also maintaining broker-dealer activities. Its business model includes acting as sponsor/GP or managing member of pooled vehicles and engaging in related real-estate brokerage and insurance-company relationships. Blue Vista charges asset-based management fees and can earn performance-based fees on its funds. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

PETER STELIAN
CEO & Co-FounderCRD 2908950

Contacts

3 of 5

STACY DONAHUE
Vice President, Corporate ControllerCRD 6595823
Hannah Macsata
Senior AnalystCRD 8010498
Ashley Caldis
Senior Vice PresidentCRD 7851893

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area: Chicago-Naperville, IL-IN-WI
Region: Midwest
County: COOK
Address: 353 N Clark St
Time zone: CT (UTC-6)
Office locations

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