DIABLO VISTA CAPITAL, LLC

RIASEC Registered
Total AUM
$90.2M
Discretionary
$90.2M
100% of AUM
Avg account
$90.2M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
155830
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Diablo Vista Capital, LLC operates as a small, institutional-focused hedge fund manager that provides portfolio management for pooled investment vehicles. The firm is structured as a limited liability company and is owned by an individual. Its client base is institutional, and its compensation mixes a percentage-of-assets fee with performance-based fees, which aligns manager incentives with fund returns. Investment activity centers on a single pooled hedge fund vehicle. The firm’s stated advisory activity is portfolio management for pooled vehicles, and its approach incorporates alternative exposures—specifically private placements and commodities—rather than a pure long-only public equities mandate. Diablo Vista Capital is not identified as an ESG-focused investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • LEE MOLENDYK

    Managing PartnerCRD 2869353

  • LANCE SWANSON

    Managing Partner, Portfolio ManagerCRD 2855546

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

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth