Vista Asset Management LLC

Investment Advisory Servicesvista-im.com

Company typePrivate
Founded2000
HeadquartersPittsburgh, United States
Headcount1–10
GTM typeB2C
OfferingServices

Vista Asset Management LLC firmographics

Firmographics

Name: Vista Asset Management LLC
Legal name: Vista Investment Management, LLC
Website: https://vista-im.com
Company type: Private
Founded year: 2000
Operating status: Operating
Headcount range: 1–10 employees
Ownership category
akta.pro rank

Vista Asset Management LLC industry classification

Industry

Product category: Investment Advisory Services
NAICS: Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro primary industry: Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG)
akta.pro secondary industries: Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset (FSAAAJAE), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

Registered investment adviser
Portfolio management services
Wealth management advisory
Institutional asset management
Fundamental equity analysis

Where Vista Asset Management LLC is headquartered

Location

Headquarters

HQ city: Pittsburgh
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Vista Asset Management LLC business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

Portfolio Management Fees: Fees for portfolio management services are assessed as a percentage of account assets under management, calculated, invoiced, and payable quarterly in arrears. Fee schedule: 1.00% per year on first $500,000, 0.75% per year on next $1,500,000, and 0.50% per year on balance over $2,000,000. Normal account minimum of $1 million is negotiable.

Pricing tiers

Model	Billing	Price
Subscription	Quarterly	Assets Under Management fee schedule with tiered pricing based on account size

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Vista Asset Management LLC product offering

Product offering

Core offering

Vista Investment Management, LLC is an SEC-registered investment adviser that provides discretionary portfolio management services to high net worth individuals and institutional clients. The firm employs a fundamental, value-oriented investment process that uses analytical software to screen and rank thousands of companies, performing in-depth analysis on highest-scoring candidates to invest in those appearing undervalued relative to earnings, cash flows, and growth rates. Services are delivered with a documented Investment Policy for each client, diversified portfolio construction, and disciplined rebalancing.

Product overview

Vista Investment Management, LLC is a registered investment adviser that provides portfolio management services to individual and institutional clients. The firm's primary offering is discretionary account management utilizing a fundamental, value-oriented investment process with analytical software for screening companies. The company targets high net worth and institutional clients seeking diversified portfolio strategy and a high level of service. Services include quarterly market review publications covering equity and fixed income market performance analysis.

Differentiator

Problem solved

Functional benefit

Products and services

Portfolio Management Services Discretionary portfolio management for high net worth and institutional clients utilizing fundamental analysis to screen, rank, and invest in companies that appear undervalued relative to earnings, cash flows, and growth rates, with consideration for management strength, financial condition, profitability, and performance consistency. Each client receives a documented Investment Policy.
Discretionary Account Management

Companies that use Vista Asset Management LLC

Customer profile

Segments2 records

Ideal customer profiles2 records

Vista Asset Management LLC technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Feature1 record

Vista Asset Management LLC partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves4 records

Vista Asset Management LLC competitors and assessment

Company assessment

Direct peers

Guyasuta Investment Advisors: Pittsburgh-based registered investment adviser providing discretionary portfolio management to HNW and institutional clients. Directly comparable to Vista given overlapping geography, client segments, and value-oriented fundamental approach (Lawrence Eakin previously served as VP and Portfolio Manager there).

Broad incumbents

Federated Investors: Large Pittsburgh-based asset manager with deep history in equity, fixed income, and money market portfolios. Comparable as a Pittsburgh-based investment manager offering portfolio management, though at vastly greater scale and with a much broader product line than Vista.
Creative Planning: Large, nationally scaled independent RIA serving HNW individuals and institutions with discretionary portfolio management, financial planning, and tax services. Overlaps with Vista on core HNW portfolio management and fee-based advisory model but operates at significantly greater scale.
Mariner Wealth Advisors: National RIA serving HNW families and institutions with portfolio management and wealth advisory services. Comparable to Vista in serving HNW and institutional clients with fee-based discretionary management, though with a much larger multi-office footprint and broader service offering.
Mercer Advisors: National RIA providing discretionary portfolio management, financial planning, and tax services to HNW households and institutions. Comparable to Vista's HNW and institutional focus and fee-based model, though significantly larger and operating across multiple states.
Carson Group: National network of RIAs delivering portfolio management, financial planning, and practice management support. Comparable to Vista in serving HNW clients with fee-based advisory services, though via a partner-firm model rather than direct client relationships.
Edelman Financial Engines: Large national RIA offering discretionary portfolio management and financial planning to HNW households. Overlaps with Vista on HNW discretionary management and AUM-based fee model, though at substantially greater scale and with technology-enabled delivery.
Vanguard Personal Advisor Services: Vanguard's hybrid robo-plus-advisor service offering discretionary portfolio management to HNW investors at low AUM-based fees. Comparable to Vista on the discretionary managed-account model, though with dramatically lower fees, technology scale, and brand reach.
Schwab Wealth Advisory: Charles Schwab's discretionary wealth advisory service for HNW clients with tiered AUM-based pricing. Comparable to Vista on the discretionary managed-account and tiered AUM fee structure, though delivered through a much larger institutional platform.

Others

Focus Financial Partners: Partnership platform that acquires and supports independent RIAs serving HNW and institutional clients. Relevant as a potential acquirer or aggregator of Vista-like boutique RIAs, and as a competitive force shaping the RIA consolidation landscape.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Vista Asset Management LLC compliance and trust

Trust signal

Compliance1 record

Vista Asset Management LLC financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Vista Asset Management LLC leadership team

Management profile

Number of profiles

Profiles4 records

Vista Asset Management LLC funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Vista Asset Management LLC M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Vista Asset Management LLC

What does Vista Asset Management LLC do?

Is Vista Asset Management LLC a public or private company?

Vista Asset Management LLC is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Vista Asset Management LLC founded?

Vista Asset Management LLC was founded in 2000. It employs 1 to 10 people.

Where is Vista Asset Management LLC based?

Vista Asset Management LLC is headquartered in Pittsburgh, United States, in the North America region.

How does Vista Asset Management LLC make money?

One revenue line is on record: portfolio Management Fees.

Who are Vista Asset Management LLC's main competitors?

Guyasuta Investment Advisors is listed as a direct peer. Broad incumbents are Federated Investors, Creative Planning, Mariner Wealth Advisors, Mercer Advisors, Carson Group, Edelman Financial Engines, Vanguard Personal Advisor Services and Schwab Wealth Advisory. Focus Financial Partners is listed as an others.

Does Vista Asset Management LLC have an API?

No public API is recorded for Vista Asset Management LLC.

What industry is Vista Asset Management LLC in?

Vista Asset Management LLC's product category is Investment Advisory Services. Its primary akta.pro industry code is FSAAAAAG, Managed Accounts & Model Portfolios (SMA/UMA), with a secondary code of FSAAAJAE, Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset. Its NAICS code is 523940 and its SIC code is 6282.