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 first registered in 2021. The FINTRX snapshot classifies ownership as a domestic entity and individual, and lists the firm’s regulatory classification as unclassified. Public disclosure about the firm’s business model, fee schedules, client segments, and advisory activities is minimal in the available record. The profile flags a limited investment posture: Vistia Capital is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser. Beyond those attributes, the firm has not provided substantive publicly available details about its strategy or service offerings.
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
1 of 1
Daniel Roberts
Chief Compliance OfficerCRD 2208120
Contacts
3 of 13John Goodman
CRD 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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