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VISTA INVESTMENT MANAGEMENT, LLC
CRD 116068 · SEC 801-112652
400 PENN CENTER BLVD., SUITE 555, PITTSBURGH, PA, 15235-5610, United States
Phone
412-824-5940
Fax
412-203-2117
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$323.9M
Discretionary AUM
$319.2M
Team
4 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $39.3M |
| High net worth individuals | 78 | $243.5M |
| Charitable organizations | 4 | $5.2M |
| Corporations/business entities | 5 | $35.9M |
States served
CA, NC, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD