Vista Capital Partners is an investment advisor in Portland with $2.66 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
931307808
SEC advisor number
801-60536
FINRA CRD number
114913
AUM ?
$2.45 bn
(as of 29 Mar 24)
Accounts
2,900
(as of 29 Mar 24)
Employees
32
(17 investment advisory or research)
Address
Vista Capital Partners
9755 SW BARNES RD, STE 595
PORTLAND
OR 97225
9755 SW BARNES RD, STE 595
PORTLAND
OR 97225
Phone
503-772-9500
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21