Vista Partners LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 285532
- Website
- vistapglobal.com
- Fee structure
- Fixed Fees, Other
- Services
- Publication of Periodicals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
John Heerdink
AdvisorCRD 2553372
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Encore Consumer Capital, LP
RIASan Francisco, CA
SVB Asset Management
RIASan Francisco, CA
Rosenblum Silverman Sutton Sf Inc
RIASan Francisco, CA
Paradigm Operations LP
RIASan Francisco, CA
Figure Investment Advisors, LLC
RIASan Francisco, CA
Dragonfly Digital Management, LLC
RIASan Francisco, CA