Vista Partners LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
San Francisco, California
CRD number
285532
Fee structure
Fixed Fees, Other
Services
Publication of Periodicals

Firm profile

FINTRX

Overview

Vista Partners LLC is an independent Registered Investment Adviser organized as a limited liability company and owned by an individual. The firm does not identify as a capital allocator or pension consultant and is not flagged as a multi-state or newly formed adviser. Its disclosed advisory activity includes the publication of periodicals or newsletters, suggesting a content or research component to its offering rather than—or in addition to—traditional asset-management business lines. Fee arrangements cited are fixed fees and other fee structures. Vista Partners is not listed as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • John Heerdink

    John Heerdink

    AdvisorCRD 2553372

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

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
2055 Lombard St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth