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Blue Vista Capital, LLC

Headquartered in CHICAGO, IL

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Firm Information

Blue Vista Capital, LLC is a Limited Liability Company formed in March 2003. Headquartered in Chicago, Illinois, the firm is registered with the SEC and in 15 states. Blue Vista Capital provides portfolio management for businesses and pooled investment vehicles. The firm manages approximately $2.46 billion in assets, with a majority of its clients being state or municipal government entities and pooled investment vehicles. They also have a website and LinkedIn page for additional information.

Blue Vista Capital, LLC

353 N. CLARK ST.

CHICAGO, IL 60654-3453

$2.47B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

BLUE VISTA CAPITAL, LLC has a total of 1 branch locations across the country.
location

CHICAGO, IL

Advisors at Blue Vista Capital, LLC

View All 6 Advisors
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Peter Stelian

CHICAGO, IL

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Ashley P anderson Caldis

CHICAGO, IL

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Stephen Bartlett Chase

CHICAGO, IL

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Stacy Catherine Donahue

CHICAGO, IL

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Rachel Woolf

CHICAGO, IL

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Robert Gordon Byron

CHICAGO, IL

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Disclosures

There are no public disclosures for Blue Vista Capital, LLC.

Frequently Asked Questions (13)

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