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Vista Capital Partners, Inc.

● SEC registered since 2001CRD 114913SEC# 801-60536Portland, OR
Export (members)
Reg. AUM
$3.22B
Employees
35
Accounts
3,380
Location
Portland, OR

Vista Capital Partners, Inc. assets under management

Vista Capital Partners, Inc. is an investment advisory firm registered with the SEC based in Portland, OR. The firm has been registered since 2001. It reports $3.2 billion in regulatory assets under management and employs 35 people.

Vista Capital Partners, Inc. owners & executives

14 reported
NameTitleOwnershipSince
Alexander Michael CanellopoulosDirector Of InvestmentsUnder 5%2025
Andrew Graham DarkinsPartnerUnder 5%2022
Dougal Williams ControlCeo, Chief Wealth Officer10-25%2024
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Frequently asked questions

How much does Vista Capital Partners, Inc. manage?

Vista Capital Partners, Inc. reports $3.2 billion in regulatory assets under management on its Form ADV.

How many employees does Vista Capital Partners, Inc. have?

Vista Capital Partners, Inc. reports 35 employees.

Where is Vista Capital Partners, Inc. located?

Vista Capital Partners, Inc. is based in Portland, OR and has been SEC-registered since 2001.

Does Vista Capital Partners, Inc. disclose fund performance?

Vista Capital Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9755 SW Barnes Road, Suite 595, Portland, OR 97225
Phone503-772-9500
Fax503-772-1229
Office hours8:00a.m. To 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$3.22B▲ 18%
Mar '25 — $2.72BApr '25 — $2.72BMay '25 — $2.72BJun '25 — $2.72BJul '25 — $2.72BAug '25 — $2.72BSep '25 — $2.72BOct '25 — $2.72BNov '25 — $2.72BDec '25 — $2.72BJan '26 — $2.72BFeb '26 — $2.72BMar '26 — $3.22BApr '26 — $3.22BMay '26 — $3.22BJun '26 — $3.22B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers

Assets under management

$3.22Bregulatory AUM
Discretionary $3.22B