Vista Point Asset Management LLC
● SEC registered since 2026CRD 341810SEC# 801-136414Irvine, CA
Reg. AUM
—
Employees
6
Accounts
—
Location
Irvine, CA
Vista Point Asset Management LLC assets under management
Vista Point Asset Management LLC operates as an SEC-registered investment adviser based in Irvine, CA. The firm has been registered since 2026. It employs 6 people.
Vista Point Asset Management LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Paul Malloy Control | Chief Operating Officer And Manager | Under 5% | 2020 |
| Paul Daniel Licon Control | Chief Financial Officer | Under 5% | 2022 |
| Raulin Keith Villegas | Chief Compliance Officer | Under 5% | 2026 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How many employees does Vista Point Asset Management LLC have?
Vista Point Asset Management LLC reports 6 employees.
Where is Vista Point Asset Management LLC located?
Vista Point Asset Management LLC is based in Irvine, CA and has been SEC-registered since 2026.
Does Vista Point Asset Management LLC disclose fund performance?
Vista Point Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1920 Main Street, Suite 200, Irvine, CA 92614 |
| Phone | 949-333-5399 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
How this firm compares
EmployeesTop 56%
More than 44% of 16,825 advisers