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Rachel Woolf

Blue Vista Capital, LLC

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About Rachel Woolf

Rachel Woolf is a registered representative with Blue Vista Capital, LLC. Rachel has been in the securities industry since 2012. Rachel is licensed in Illinois and holds the Series 63, SIE and Series 7 licenses. Rachel has experience with pooled investment vehicles and portfolio management for businesses.

Firm Information

Rachel Woolf is currently registered with Blue Vista Capital, LLC. 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.

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Rachel Woolf’s Registration & Firm History

IL

09/12/2016 - Present

Blue Vista Capital, LLC (CHICAGO IL)

IL

11/12/2012 - 08/26/2015

LASALLE INVESTMENT MANAGEMENT DISTRIBUTORS, LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 04/15/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachel Woolf.
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