THE VISTRIA GROUP, LP

RIASEC RegisteredEst. 2013
Total AUM
$14B
Discretionary
$14B
100% of AUM
Avg account
$608M
Accounts
23
Employees
107
Advisory reps
4

Firm details

Headquarters
CHICAGO, Illinois
CRD number
167045
Registered since
April 10, 2013
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

The Vistria Group, LP is a privately organized limited partnership that operates as an active manager of pooled investment vehicles, primarily serving institutional clients. The firm is classified across private equity and real estate fund management and identifies itself as a multifaceted fund manager rather than a third-party capital allocator. It is registered with the SEC (since 2013) and reports that it is an active ESG investor. Its advisory role centers on portfolio management for pooled vehicles; the firm also functions as a sponsor, general partner, or managing member of the investment vehicles it runs. Fee arrangements include asset-based fees and performance-based components, alongside other fee structures common to private fund managers.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • PRITPAL AUJLA

    Partner & Chief Administrative OfficerCRD 5773822

  • JESSE RUIZ

    General Counsel and Chief Compliance OfficerCRD 7445109

Contacts

2 of 2
  • MARTIN NESBITT

    Founding PartnerCRD 6175055

  • HARRELD KIRKPATRICK III

    ​Senior PartnerCRD 6015589

Wealth teams

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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

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
300 E Randolph St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth