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Building 2MAR VISTA INVESTMENT PARTNERS, LLC

Map pinLOS ANGELES, CA
Phone310-917-2800
NotebookSEC #801-68369
Total AUM
$1.1B
Employees
19
Clients
165

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11150 SANTA MONICA BLVD
SUITE 320
LOS ANGELES
CA 90025
United States
Operating Hours
7:30 AM - 4:30 PM
Monday - Friday
Phone
310-917-2800
Other Offices
3

ReceiptFinancials

Total AUM
$1.1B
Accounts
165
Discretionary
$1.1B
Accounts
165
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
115
AUM
$45.6M
HNW Individual Clients
30
AUM
$74.9M
Investment Company Clients
1
AUM
$218.3M
Pension/Profit Sharing Plan Clients
5
AUM
$553.2M
Charitable Organization Clients
5
AUM
$33.6M
Corporation or Business Clients
7
AUM
$75.3M
Other Clients
2
AUM
$120.4M
Description of Other Clients
SUB-ADVISED NON-40 ACT FUND

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SUB-ADVISORY SERVICES, UMA
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILLAMNNHNYSDTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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