Blue Vista Capital, LLC
Answer a few questions and
get matched with an advisor.
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
$2.3 billion
70
16
$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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Blue Vista Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.