Feedback
Share
Link
Link copied!
Fund Codex
Vista Capital Partners, Inc.
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Vista Capital Partners, Inc. Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Portland, Oregon
$1.6 billion AUM
1 office

Vista Capital Partners, Inc. is based in Portland, Oregon and has $1.6 billion in assets under management.

Location
9755 SW Barnes Road
Suite 595
Portland, OR 97225
Contact
$1.6 billion
AUM
25
Employees
AUM Share
Link
Link copied!
Back to Top
$1,620,750,645
Assets under management
2,162 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 373 $903,733,289 56% $2,422,877
High net worth individuals 72 $640,651,158 40% $8,897,933
Pension and profit sharing plans 7 $14,853,885 1% $2,121,984
Charitable organizations 6 $23,757,310 1% $3,959,552
Other corporations or businesses 7 $37,755,003 2% $5,393,572
Employees Share
Link
Link copied!
Back to Top
25
Employees
14
Investment analysts
56% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$1,620,750,645
Assets under management
$64,830,026
AUM per employee
$115,767,903
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Vista Capital Partners, Inc. makes money through the following ways:

  • Percentage of AUM
Services offered

Vista Capital Partners, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Firm data Share
Link
Link copied!
CRD number 114,913
SEC number 801-60536
Legal structure Corporation
Legal governance Oregon, United States
Latest ADV filing date March 31, 2020

More Funds

See all...
Growth Street Management, LLC
Fund: Under $1 billion
Omega Wealth Partners, Inc.
Fund: $525,972,656
Seven Bridges Advisors LLC
Fund: $5,112,764,502
Ele Advisory Services, Inc
Fund: $115,281,527
Warwick Capital Partners
Fund: Under $1 billion
Alpha Advisors, LLC
Fund: $129,398,054
Grey SKY Venture Partners, LLC
Fund: Under $1 billion

Other Funds

See all...
Vive VC Fund, L.P.
Fund: Under $1 billion
Necker Fund Management LLC
Fund: Under $1 billion
Tusk Venture Partners Advisor LLC
Fund: Under $1 billion
Clairvest GP Manageco Inc.
Fund: Under $1 billion

All of Fund Codex

See all...

Similar Funds to Vista Capital Partners, Inc.

See all...
Vista Investment Partners LLC
Fund: $462,042,015
Asta Capital Partners
Fund: Under $1 billion
Pacific Vista Capital
Fund: Under $1 billion
Blue Vista Capital, LLC
Fund: $2,001,797,599
Avista Capital Partners
Fund: $2,761,986,969
Vista Capital Partners, Inc.
Fund: $1,620,750,645
Vista Ridge Capital Partners, LLC
Fund: Under $1 billion