MINA VISTA CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
TUCSON, Arizona
CRD number
332750

Firm profile

FINTRX

Overview

Mina Vista Capital Management, LLC is a small, owner-operated investment adviser organized as a limited liability company. The firm’s public footprint centers on a single pooled investment vehicle rather than traditional retail advisory relationships, suggesting a manager-focused setup that concentrates on active, opportunistic strategies. Mina Vista is not identified as an ESG-focused adviser, is not multi-state registered, and does not present itself as a capital allocator or pension consultant in available records. With that profile, the firm appears to operate as a boutique manager running a compact alternative strategy rather than a broad-based wealth-management platform.

Assets & Accounts

Investments & Alternatives

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
  • William Hazen

    CEO and Chief Investment OfficerCRD 7973837

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

TUCSON, AZ

PIMA

Location

TUCSON, AZ

Headquartered in TUCSON, AZ, anchoring the Tucson-Nogales, AZ metro in the West.

Metro area
Tucson-Nogales, AZ
Region
West
County
PIMA
Address
2200 E River Rd
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth