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Vista Investment Management, LLC

● SEC registered since 2018CRD 116068SEC# 801-112652Pittsburgh, PA
Export (members)
Reg. AUM
$286.3M
Employees
4
Accounts
530
Location
Pittsburgh, PA

Vista Investment Management, LLC assets under management

Vista Investment Management, LLC is an SEC-registered investment adviser based in Pittsburgh, PA. The firm has been registered since 2018. It reports $286.3 million in regulatory assets under management and employs 4 people.

Vista Investment Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Frankola Holdings, LLC ControlMemberOver 75%2022
John Daniel Frankola ControlPresident, Chief Executive OfficerUnder 5%2002
Matthew Joseph Viverette ControlChief Compliance Officer, Chief Operations OfficerUnder 5%2018
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Frequently asked questions

How much does Vista Investment Management, LLC manage?

Vista Investment Management, LLC reports $286.3 million in regulatory assets under management on its Form ADV.

How many employees does Vista Investment Management, LLC have?

Vista Investment Management, LLC reports 4 employees.

Where is Vista Investment Management, LLC located?

Vista Investment Management, LLC is based in Pittsburgh, PA and has been SEC-registered since 2018.

Does Vista Investment Management, LLC disclose fund performance?

Vista Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address400 Penn Center Blvd., Suite 555, Pittsburgh, PA 15235-5610
Phone412-824-5940
Fax412-203-2117
Office hours9:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1740140
Discloses disciplinary historyYes

Assets under management

Discretionary$282.2M
Non-discretionary$4.1M
Total (RAUM)$286.3M