Vistashares

RIASEC RegisteredEst. 2024
Total AUM
$984M
Discretionary
$984M
100% of AUM
Avg account
$109M
Accounts
9
Employees
6
Advisory reps
3

Firm details

Headquarters
,
CRD number
331812
Registered since
August 21, 2024
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Vistashares is organized as a limited liability company that operates as an institutional registered investment adviser. The firm’s documented advisory activity is portfolio management for investment companies, indicating its work centers on managing fund vehicles rather than retail household accounts. Its stated client focus is institutional, and its fee model includes a percentage of assets under management supplemented by other fee arrangements. The record shows SEC registration in 2024 while the firm is not identified as a newly formed adviser. Vistashares is not designated as a capital allocator and does not identify as an active ESG investor.

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

3 of 3
  • Adam Patti

    CEOCRD 2263967

  • Christopher Hutton

    Chief Financial OfficerCRD 7956588

  • John Mcdevitt

    John Mcdevitt

    Chief Compliance OfficerCRD 5234258

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth