Vistia Capital, LLC
Firm details
- Headquarters
- Lone Tree, Colorado
- CRD number
- 311342
- Registered since
- June 15, 2021
- Website
- vistia.com
Firm profile
FINTRXOverview
Vistia Capital, LLC is an SEC-registered limited liability company that appears in public records as having registered with the SEC in 2021. Ownership is listed as a combination of a domestic entity and an individual. The firm’s regulatory snapshot is sparse: it is recorded as “Unclassified” for advisor type, is not identified as a capital allocator, and is not flagged as an active ESG investor. The profile does not include stated business activities, advisory offerings, client segments, or fee arrangements.
Assets & Accounts
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
1 of 1
Daniel Roberts
Chief Compliance OfficerCRD 2208120
Contacts
3 of 12
Justin Pennetta
Director of OperationsCRD 6303911
Michael De Luz
Wealth ManagerCRD 2526894
Susan Hayes
FinOpCRD 2856326
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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