Vistashares
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Adam Patti
CEOCRD 2263967
Christopher Hutton
Chief Financial OfficerCRD 7956588

John Mcdevitt
Chief Compliance OfficerCRD 5234258
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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