Blue Vista Capital, LLC
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Learn more about Blue Vista Capital, LLC
Overview
Blue Vista Capital, LLC is an advisory firm based in Chicago, Illinois. The company administers $2.3 billion in assets under management across 16 client accounts, making it one of the biggest financial advisory firms in the country by assets under management (AUM). The company has an average-sized group, including 50 financial advisors. Blue Vista Capital, LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as bonds, options and stocks.
Blue Vista Capital, LLC oversees 13 of the firm's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager makes buy and sell choices for the client's account without requiring the client's permission. Blue Vista Capital, LLC also manages three non-discretionary accounts totaling $592.5 million in assets under management. The company manages about $143.1 million in assets for each account. The typical financial advisor at Blue Vista Capital, LLC manages fewer than one client account, making it one of the most personalized advisor firms in the country.
Blue Vista Capital, LLC's main office is located at 353 N. Clark St., Chicago, Illinois 60654-3453. The firm is allowed to serve clients in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Blue Vista Capital, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$2.3 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
70
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
16
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$143.1 million
Fee Structure
Financial advisory fees largely are based on the type of financial services provided. Fees charged by Blue Vista Capital, LLC likely include some blend of the following fee types: asset-based, fixed or performance-based. Blue Vista Capital, LLC does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm caters to pooled investment vehicles and state or municipal government entities. Out of its 16 accounts, Blue Vista Capital, LLC's largest client is pooled investment vehicles. Just 5% of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Blue Vista Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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