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Vista Investment Partners LLC

● SEC registered since 2017CRD 286014SEC# 801-108779Oklahoma City, OK
Export (members)
Reg. AUM
$541M
Employees
9
Accounts
1,601
Location
Oklahoma City, OK

Vista Investment Partners LLC assets under management

Vista Investment Partners LLC operates as an SEC-registered investment adviser based in Oklahoma City, OK. The firm has been registered since 2017. It reports $541 million in regulatory assets under management and employs 9 people.
www.vistainvestment.comView on SEC.gov ↗

Vista Investment Partners LLC owners & executives

3 reported
NameTitleOwnershipSince
Jane Ann Davenport ControlChief Compliance OfficerUnder 5%2024
Jerry Dale Thurman ControlChief Operating OfficerUnder 5%2022
Ronald Loyd Richardson ControlPresident, Senior Portfolio ManagerOver 75%2016

Frequently asked questions

How much does Vista Investment Partners LLC manage?

Vista Investment Partners LLC reports $541 million in regulatory assets under management on its Form ADV.

How many employees does Vista Investment Partners LLC have?

Vista Investment Partners LLC reports 9 employees.

Where is Vista Investment Partners LLC located?

Vista Investment Partners LLC is based in Oklahoma City, OK and has been SEC-registered since 2017.

Does Vista Investment Partners LLC disclose fund performance?

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

Contact & registration

Address5601 North Classen Boulevard, Suite 101, Oklahoma City, OK 73118
Phone405-608-5390
Office hours8:00a.m.-5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$536.8M
Non-discretionary$4.2M
Total (RAUM)$541M