VISTA POINT ASSET MANAGEMENT LLC
  • VISTA POINT ASSET MANAGEMENT LLC

Adviser Profile

As of Date 06/10/2026
Registration SEC, 120-Day Approval, 06/23/2026
ADV Location IRVINE, CA, United States
Contact Info 949 xxxxxxx
AUM* 0
of that, discretionary
Number of Employees 6
of those in investment advisory functions 3
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days

Client Types

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees