NEW VISTA LLC
Total AUM
$1.5M
Employees
8Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
546 FIFTH AVE 19TH FL
NEW YORK
NY 10036
USA
NEW YORK
NY 10036
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
212-391-1818
Financials
Total AUM
$1.5M
Accounts
6Discretionary
$1.5M
Accounts
6Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
NY
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.