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 appears in FINTRX as an SEC-registered investment adviser (registered in 2021). The firm's snapshot classifies it as "Unclassified" and indicates ownership by both a domestic entity and an individual. The record flags the adviser as not a capital allocator and not an active ESG investor. It is also marked as not a multi-state adviser and not a pension consultant. The public record contains very little detail about the firm's advisory activities, client focus, or product lineup; FINTRX does not list business activities, advisory specialties, or fee structure for Vistia Capital.
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
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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