Vista Investment Partners LLC
● SEC registered since 2017CRD 286014SEC# 801-108779Oklahoma City, OK
Reg. AUM
$610.6M
Employees
9
Accounts
1,610
Location
Oklahoma City, OK
Vista Investment Partners LLC assets under management
Vista Investment Partners LLC operates as an SEC-registered investment adviser based in Oklahoma City, OK. The firm has been registered since 2017. It reports $610.6 million in regulatory assets under management and employs 9 people.
Vista Investment Partners LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jane Ann Davenport Control | Chief Compliance Officer | Under 5% | 2024 |
| Jerry Dale Thurman Control | Chief Operating Officer | Under 5% | 2022 |
| Ronald Loyd Richardson Control | President, Senior Portfolio Manager | Over 75% | 2016 |
Frequently asked questions
How much does Vista Investment Partners LLC manage?
Vista Investment Partners LLC reports $610.6 million in regulatory assets under management on its Form ADV.
How many employees does Vista Investment Partners LLC have?
Vista Investment Partners LLC reports 9 employees.
Where is Vista Investment Partners LLC located?
Vista Investment Partners LLC is based in Oklahoma City, OK and has been SEC-registered since 2017.
Does Vista Investment Partners LLC disclose fund performance?
Vista Investment Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5601 North Classen Boulevard, Suite 101, Oklahoma City, OK 73118 |
| Phone | 405-608-5390 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$610.6M▲ 13%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$610.6Mregulatory AUM
Discretionary $595.4MNon-discretionary $15.2M