Vista Point Asset Management LLC
Firm details
- Headquarters
- Irvine, California
- CRD number
- 341810
- Registered since
- June 23, 2026
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Vista Point Asset Management LLC is an institutional registered investment adviser that works with institutional clients and pooled investment vehicles. The firm is SEC registered (2026) and operates as a limited liability company owned by a combination of a domestic entity and an individual. Its advisory scope includes portfolio management for pooled investment vehicles and portfolio management for businesses or institutions. Vista Point charges fees that include a percentage-of-AUM component alongside other fee arrangements, and it is not classified as a capital allocator. The firm is not active on ESG investing and is not designated as a multi-state 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
Location
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 1920 Main St
- Time zone
- PT (UTC-8)
- Office locations
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