Vista Investment Partners
Vista Investment Partners is an SEC-registered mass-market adviser in Richmond, IN with $383.1M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Vista Investment Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327983, SEC 801-128904, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $383.1M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Richmond, IN
- Employees
- 12
- Clients
- 494
- CRD
- 327983
- Ownership
- MASON, DENNIS, RICHARD; GUILEY, BRETT, DOUGLAS; Peacock, Sarah, Elizabeth
How much AUM does Vista Investment Partners have?
Vista Investment Partners reported $383.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Vista Investment Partners?
Disclosed owners and executives of Vista Investment Partners include MASON, DENNIS, RICHARD, GUILEY, BRETT, DOUGLAS, Peacock, Sarah, Elizabeth. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.