Investment adviser · CRD 108084
PRIVATE VISTA, LLC
Investment adviser filing (IA)
OAK BROOK, IL, United States · Form ADV filed Jun 17, 2020
- Regulatory AUM
- $1.68B Form ADV · Item 5.F
- Client accounts
- 4,207 Accounts, not individual clients
- Employees
- 33 Reported in this filing
- Advisory professionals
- 22 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 515 | $1,145,530,307 | 68.3% |
| Individuals | 435 | $365,500,000 | 21.8% |
| Retirement plans | 81 | $134,686,234 | 8.0% |
| Corporations & businesses | 18 | $22,026,561 | 1.3% |
| Charities | 8 | $8,835,921 | 0.5% |
Filing source
Form ADV 1432958 · Jun 17, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 17, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2211 YORK ROAD, SUITE 310OAK BROOK, IL, 60523, United States
CRD 108084
Filing source
Form ADV 1432958 · Jun 17, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.