Vista Investment Management, LLC
● SEC registered since 2018CRD 116068SEC# 801-112652Pittsburgh, PA
Reg. AUM
$323.9M
Employees
4
Accounts
544
Location
Pittsburgh, PA
Vista Investment Management, LLC assets under management
Vista Investment Management, LLC is an SEC-registered investment adviser based in Pittsburgh, PA. The firm has been registered since 2018. It reports $323.9 million in regulatory assets under management and employs 4 people.
Vista Investment Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frankola Holdings, LLC Control | Member | Over 75% | 2022 |
| John Daniel Frankola Control | President, Chief Executive Officer | Under 5% | 2002 |
| Matthew Joseph Viverette Control | Chief Compliance Officer, Chief Operations Officer | Under 5% | 2018 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Vista Investment Management, LLC manage?
Vista Investment Management, LLC reports $323.9 million in regulatory assets under management on its Form ADV.
How many employees does Vista Investment Management, LLC have?
Vista Investment Management, LLC reports 4 employees.
Where is Vista Investment Management, LLC located?
Vista Investment Management, LLC is based in Pittsburgh, PA and has been SEC-registered since 2018.
Does Vista Investment Management, LLC disclose fund performance?
Vista Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 Penn Center Blvd., Suite 555, Pittsburgh, PA 15235-5610 |
| Phone | 412-824-5940 |
| Fax | 412-203-2117 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1740140 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$323.9M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$323.9Mregulatory AUM
Discretionary $319.2MNon-discretionary $4.7M