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Vista Investment Partners LLC
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Overview Share
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Oklahoma City, Oklahoma
$462.0 million AUM
2 offices

Vista Investment Partners LLC is based in Oklahoma City, Oklahoma and has $462.0 million in assets under management.

Location
5601 North Classen Boulevard
Suite 101
Oklahoma City, OK 73118
$462.0 million
AUM
10
Employees
AUM Share
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$462,042,015
Assets under management
1,279 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 612 $136,948,290 30% $223,772
High net worth individuals 191 $320,186,701 69% $1,676,370
Pension and profit sharing plans 4 $4,694,286 1% $1,173,572
Other corporations or businesses 1 $212,738 0% $212,738
Employees Share
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10
Employees
9
Investment analysts
90% of total employees
AUM per employee Share
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$462,042,015
Assets under management
$46,204,202
AUM per employee
$51,338,002
AUM per investment analyst
About Share
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Compensation

Vista Investment Partners LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Vista Investment Partners LLC 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
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CRD number 286,014
SEC number 801-108779
Legal structure Limited Liability Company
Legal governance Oklahoma, United States
Latest ADV filing date March 30, 2020

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