SEC Form ADV

VISTA FINANCE, LLC

Firm profile: Vista Finance — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMO
$320.0M
Assets Under Management
453
Total Clients
5
Employees
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Registration Details

Accession
CRD-312082
Location
CLAYTON, MO
Filing Date
March 27, 2026
AUM
$320.0M
Total Clients
453
Institutional Clients
15
Employees
5
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

Private Funds

1 private fund reported on Form ADV Schedule D 7.B.1, $10.7M in combined gross assets.

  • VISTA HOLDING COOther Private Fund$10.7M

About this Adviser

VISTA FINANCE, LLC is a registered investment adviser headquartered in CLAYTON, MO, managing approximately $320.0M in assets across 453 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.