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 investment adviser organized as a limited liability company and first registered in 2021. FINTRX classifies the firm as "unclassified" and lists the owner type as a mix of a domestic entity and an individual. The dataset provides minimal detail about the firm's advisory activities, client segments, or fee arrangements. The profile data indicates that Vistia Capital does not position itself as a capital allocator and is not identified as an active ESG investor. It also is not flagged as a multi-state adviser, pension consultant, or related adviser in the FINTRX snapshot.
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 13John Goodman
Registered RepresentativeCRD 2238409
Brandon Short
Registered RepresentativeCRD 5708737

Jake Moses
Associate Vice PresidentCRD 7776291
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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