Investment adviser · CRD 341810

VISTA POINT ASSET MANAGEMENT LLC

Investment adviser filing (IA)

IRVINE, CA, United States · Form ADV filed Jun 10, 2026

Employees
6
Reported in this filing
Advisory professionals
3
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The 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 10, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

1920 MAIN STREET, SUITE 200
IRVINE, CA, 92614, United States

CRD 341810

Filing source

Form ADV 2112397 · Jun 10, 2026 · 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.