Vista Investment Partners II, LLC
● SEC registered since 2023CRD 327983SEC# 801-128904Richmond, IN
Reg. AUM
$383.1M
Employees
12
Accounts
1,548
Location
Richmond, IN
Vista Investment Partners II, LLC assets under management
Vista Investment Partners II, LLC is a registered investment adviser overseen by the SEC based in Richmond, IN. The firm has been registered since 2023. It reports $383.1 million in regulatory assets under management and employs 12 people.
Vista Investment Partners II, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Douglas Guiley Control | Managing Partner | Over 75% | 2020 |
| Dennis Richard Mason | Cco | Under 5% | 2023 |
| Sarah Elizabeth Peacock | Manager | 5-10% | 2020 |
Frequently asked questions
How much does Vista Investment Partners II, LLC manage?
Vista Investment Partners II, LLC reports $383.1 million in regulatory assets under management on its Form ADV.
How many employees does Vista Investment Partners II, LLC have?
Vista Investment Partners II, LLC reports 12 employees.
Where is Vista Investment Partners II, LLC located?
Vista Investment Partners II, LLC is based in Richmond, IN and has been SEC-registered since 2023.
Does Vista Investment Partners II, LLC disclose fund performance?
Vista Investment Partners II, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Woodside Drive, Richmond, IN 47374 |
| Phone | 765-962-5153 |
| Fax | 765-962-5382 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$383.1M▲ 53%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$383.1Mregulatory AUM
Discretionary $383MNon-discretionary $113K