The Vistria Group, Lp
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Overview
The Vistria Group, Lp operates as a financial advisory company that has its headquarters in Chicago, Illinois. The Vistria Group, Lp controls $7.1 billion in assets across 11 accounts, making it one of the biggest investment advisory firms in the country by assets under management (AUM). The firm has an average-sized group, including 45 financial advisors. The Vistria Group, Lp is not a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal assets such as options, bonds and equities.
The Vistria Group, Lp oversees all of its client assets on a discretionary basis. Discretionary management means that transaction decisions for the client's account are made by an investment advisor without requiring the client's authorization. The advisory firm's typical account size is $649.2 million. An average advisor at The Vistria Group, Lp manages fewer than one client account, placing it among the most individualized financial advisor firms in the country.
The firm's headquarters is at 300 E. Randolph St., Chicago, Illinois 60601. It is allowed to provide services to customers across a number of states, including Illinois and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
The Vistria Group, Lp by the Numbers
$7.1 billion
64
11
$649.2 million
Fee Structure
Financial management fees usually are based on which services are offered. Fees charged by the company likely include the following fee structures: asset-based, performance-based or other. The company does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It works with pooled investment vehicles. Out of its 11 customers, The Vistria Group, Lp's largest client group is pooled investment vehicles. None of its clients are non-U.S. persons.
- 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
The Vistria Group, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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