Vistia Capital, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Lone Tree, Colorado
CRD number
311342
Registered since
June 15, 2021
Website
vistia.com

Firm profile

FINTRX

Overview

Vistia Capital, LLC is organized as a limited liability company with ownership described as a mix of a domestic entity and an individual. The firm's internal classification is listed as unclassified. Available data indicates it is not positioned as a capital allocator and it does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not provided descriptions of its advisory activities, client focus, fee structure, or typical investment approach.

Assets & Accounts

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

2 of 2
  • Daniel Roberts

    Daniel Roberts

    Chief Compliance OfficerCRD 2208120

  • Gary Moses

    Gary Moses

    Chief Executive OfficerCRD 7074013

Contacts

3 of 12
  • Justin Pennetta

    Justin Pennetta

    Director of OperationsCRD 6303911

  • Michael De Luz

    Michael De Luz

    Wealth ManagerCRD 2526894

  • Susan Hayes

    Susan Hayes

    FinOpCRD 2856326

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lone Tree, CO

Douglas

Location

Lone Tree, CO

Headquartered in Lone Tree, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Douglas
Address
9380 Station St
Time zone
MT (UTC-7)
Office locations

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