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 organized as a limited liability company and is recorded as SEC-registered in 2021. Ownership is listed as a combination of a domestic entity and an individual. FINTRX labels the firm’s classification as "Unclassified." The profile shows the firm is not identified as a capital allocator, is not active on ESG, and is not reported as a multi-state adviser, pension consultant, or related adviser. The firm has not provided public detail on its investment approach, client segments, fee schedule, or day-to-day advisory activities.
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 1DANIEL ROBERTS
Chief Compliance OfficerCRD 2208120
Contacts
3 of 12BRANDON SHORT
Registered RepresentativeCRD 5708737
JAKE MOSES
Associate Vice PresidentCRD 7776291
PABLO RODRIGUEZ DE ALMEIDA
Registered PrincipalCRD 7155564
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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