Diablo Vista Capital, LLC
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
FINTRXOverview
Diablo Vista Capital, LLC is organized as a limited liability company that operates as a hedge fund manager focused on pooled investment vehicles. The firm serves institutional clients and provides portfolio management for its funds. Its fees combine a percentage-of-assets arrangement with performance-based compensation. Diablo Vista is owned by an individual and is not structured as a capital allocator or a related adviser. It is not identified as an active ESG investor and is not flagged as a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Lee Molendyk
Managing PartnerCRD 2869353
Lance Swanson
Managing Partner, Portfolio ManagerCRD 2855546
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Intermountain Wealth Management, Inc.
RIAIdaho Falls, ID
Oak Crest Advisory, LLC
RIARochester, NY
Sparkline Capital LP
RIATurner Wealth Advisory
RIAWoodstock, GA
Gannett Wealth Advisors
RIAOaktree Financial Planning, LLC
RIAFort Collins, CO