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Vista Investment Partners II, LLC

● SEC registered since 2023CRD 327983SEC# 801-128904Richmond, IN
Export (members)
Reg. AUM
$321.8M
Employees
10
Accounts
1,427
Location
Richmond, IN

Vista Investment Partners II, LLC assets under management

Vista Investment Partners II, LLC is a registered investment adviser overseen by the SEC based in Richmond, IN. The firm has been registered since 2023. It reports $321.8 million in regulatory assets under management and employs 10 people.
www.vistainvestment.netView on SEC.gov ↗

Vista Investment Partners II, LLC owners & executives

3 reported
NameTitleOwnershipSince
Brett Douglas Guiley ControlManaging PartnerOver 75%2020
Dennis Richard MasonCcoUnder 5%2023
Sarah Elizabeth PeacockManager5-10%2020

Frequently asked questions

How much does Vista Investment Partners II, LLC manage?

Vista Investment Partners II, LLC reports $321.8 million in regulatory assets under management on its Form ADV.

How many employees does Vista Investment Partners II, LLC have?

Vista Investment Partners II, LLC reports 10 employees.

Where is Vista Investment Partners II, LLC located?

Vista Investment Partners II, LLC is based in Richmond, IN and has been SEC-registered since 2023.

Does Vista Investment Partners II, LLC disclose fund performance?

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

Contact & registration

AddressOne Woodside Drive, Richmond, IN 47374
Phone765-962-5153
Fax765-962-5382
Office hours8:00a.m.-5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$321.8M
Non-discretionary$0
Total (RAUM)$321.8M