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Vista Point Asset Management LLC

● SEC registered since 2026CRD 341810SEC# 801-136414Irvine, CA
Export (members)
Reg. AUM
Employees
6
Accounts
Location
Irvine, CA

Vista Point Asset Management LLC assets under management

Vista Point Asset Management LLC operates as an SEC-registered investment adviser based in Irvine, CA. The firm has been registered since 2026. It employs 6 people.

Vista Point Asset Management LLC owners & executives

15 reported
NameTitleOwnershipSince
James Paul Malloy ControlChief Operating Officer And ManagerUnder 5%2020
Paul Daniel Licon ControlChief Financial OfficerUnder 5%2022
Raulin Keith VillegasChief Compliance OfficerUnder 5%2026
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Frequently asked questions

How many employees does Vista Point Asset Management LLC have?

Vista Point Asset Management LLC reports 6 employees.

Where is Vista Point Asset Management LLC located?

Vista Point Asset Management LLC is based in Irvine, CA and has been SEC-registered since 2026.

Does Vista Point Asset Management LLC disclose fund performance?

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

Contact & registration

Address1920 Main Street, Suite 200, Irvine, CA 92614
Phone949-333-5399
Office hours9:00a.m.-5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes