PRIVATE VISTA, LLC
CRD #108084 SEC #801-56219 OAK BROOK, IL 630-455-0600
SEC Registered
Total AUM
$1.7B
Discretionary
$1.6B
Employees
33
Clients
101
Accounts
4,207
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $1.7B | $1.6B | $112.3M | 33 | 0 |
| Jun 2020 | $1.7B | $1.6B | $112.3M | 33 | 0 |
| Mar 2020 | $1.7B | $1.6B | $112.3M | 33 | 0 |
| Aug 2019 | $1.5B | $1.5B | $37.3M | 34 | 0 |
| May 2019 | $1.5B | $1.5B | $37.3M | 34 | 0 |
| Mar 2019 | $1.5B | $1.5B | $37.3M | 34 | 0 |
| Nov 2018 | $1.7B | $1.6B | $135.1M | 36 | 1 |
| Oct 2018 | $1.7B | $1.6B | $135.1M | 36 | 1 |
| Jul 2018 | $1.7B | $1.6B | $135.1M | 36 | 1 |
| Apr 2018 | $1.7B | $1.6B | $135.1M | 36 | 1 |
| Apr 2018 | $1.7B | $1.6B | $135.1M | 36 | 1 |
| Mar 2018 | $1.7B | $1.6B | $135.1M | 36 | 1 |
| Sep 2017 | $1.2B | $994.4M | $196.8M | 27 | 800 |
| Jul 2017 | $1.2B | $994.4M | $196.8M | 27 | 800 |
| Jul 2017 | $1.2B | $994.4M | $196.8M | 27 | 800 |
| May 2017 | $1.2B | $994.4M | $196.8M | 27 | 800 |
| May 2017 | $1.2B | $994.4M | $196.8M | 27 | 800 |
| Mar 2017 | $1.2B | $994.4M | $196.8M | 27 | 800 |
| Oct 2016 | $1.2B | $1B | $183.8M | 30 | 700 |
| Sep 2016 | $1.2B | $1B | $183.8M | 30 | 700 |
| Aug 2016 | $814.6M | $700.9M | $113.8M | 22 | 500 |
| Apr 2016 | $607.4M | $584.3M | $23.1M | 22 | 500 |
| Mar 2016 | $607.4M | $584.3M | $23.1M | 22 | 500 |
| Feb 2016 | $607.4M | $584.3M | $23.1M | 22 | 500 |
| Jul 2015 | $701.4M | $683M | $18.4M | 20 | 500 |
| May 2015 | $701.4M | $683M | $18.4M | 20 | 500 |
| Mar 2015 | $701.4M | $683M | $18.4M | 20 | 500 |
| Oct 2014 | $572.2M | $457.6M | $114.6M | 20 | 500 |
| Oct 2014 | $572.2M | $457.6M | $114.6M | 20 | 500 |
| Mar 2014 | $572.2M | $457.6M | $114.6M | 20 | 500 |
| Feb 2014 | $572.2M | $457.6M | $114.6M | 20 | 500 |
| Sep 2013 | $517.9M | $504.7M | $13.2M | 20 | 250 |
| Mar 2013 | $517.9M | $504.7M | $13.2M | 20 | 250 |
| Mar 2012 | $492.2M | $403.9M | $88.3M | 11 | 300 |
| Aug 2011 | $571M | $83.2M | $487.8M | -- | -- |
| Sep 2010 | $172.4M | $64.9M | $107.6M | -- | -- |
| Jun 2010 | $172.4M | $64.9M | $107.6M | -- | -- |
| Mar 2009 | $324.3M | $0 | $324.3M | -- | -- |
| Mar 2008 | $433.4M | $0 | $433.4M | -- | -- |
| May 2007 | $382.6M | $19.2M | $363.4M | -- | -- |
| May 2007 | $382.6M | $19.2M | $363.4M | -- | -- |
| Jan 2007 | $382.6M | $19.2M | $363.4M | -- | -- |
| Jan 2007 | $320.9M | $0 | $320.9M | -- | -- |
| Feb 2006 | $320.9M | $0 | $320.9M | -- | -- |
| Jan 2006 | $264.2M | $162.6M | $101.6M | -- | -- |
| Sep 2005 | $264.2M | $162.6M | $101.6M | -- | -- |
DateJun 2020
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$112.3M
Employees33
Clients0
DateJun 2020
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$112.3M
Employees33
Clients0
DateMar 2020
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$112.3M
Employees33
Clients0
DateAug 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$37.3M
Employees34
Clients0
DateMay 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$37.3M
Employees34
Clients0
DateMar 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$37.3M
Employees34
Clients0
DateNov 2018
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$135.1M
Employees36
Clients1
DateOct 2018
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$135.1M
Employees36
Clients1
DateJul 2018
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$135.1M
Employees36
Clients1
DateApr 2018
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$135.1M
Employees36
Clients1
DateApr 2018
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$135.1M
Employees36
Clients1
DateMar 2018
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$135.1M
Employees36
Clients1
DateSep 2017
Total AUM$1.2B
Discretionary$994.4M
Non-Disc.$196.8M
Employees27
Clients800
DateJul 2017
Total AUM$1.2B
Discretionary$994.4M
Non-Disc.$196.8M
Employees27
Clients800
DateJul 2017
Total AUM$1.2B
Discretionary$994.4M
Non-Disc.$196.8M
Employees27
Clients800
DateMay 2017
Total AUM$1.2B
Discretionary$994.4M
Non-Disc.$196.8M
Employees27
Clients800
DateMay 2017
Total AUM$1.2B
Discretionary$994.4M
Non-Disc.$196.8M
Employees27
Clients800
DateMar 2017
Total AUM$1.2B
Discretionary$994.4M
Non-Disc.$196.8M
Employees27
Clients800
DateOct 2016
Total AUM$1.2B
Discretionary$1B
Non-Disc.$183.8M
Employees30
Clients700
DateSep 2016
Total AUM$1.2B
Discretionary$1B
Non-Disc.$183.8M
Employees30
Clients700
DateAug 2016
Total AUM$814.6M
Discretionary$700.9M
Non-Disc.$113.8M
Employees22
Clients500
DateApr 2016
Total AUM$607.4M
Discretionary$584.3M
Non-Disc.$23.1M
Employees22
Clients500
DateMar 2016
Total AUM$607.4M
Discretionary$584.3M
Non-Disc.$23.1M
Employees22
Clients500
DateFeb 2016
Total AUM$607.4M
Discretionary$584.3M
Non-Disc.$23.1M
Employees22
Clients500
DateJul 2015
Total AUM$701.4M
Discretionary$683M
Non-Disc.$18.4M
Employees20
Clients500
DateMay 2015
Total AUM$701.4M
Discretionary$683M
Non-Disc.$18.4M
Employees20
Clients500
DateMar 2015
Total AUM$701.4M
Discretionary$683M
Non-Disc.$18.4M
Employees20
Clients500
DateOct 2014
Total AUM$572.2M
Discretionary$457.6M
Non-Disc.$114.6M
Employees20
Clients500
DateOct 2014
Total AUM$572.2M
Discretionary$457.6M
Non-Disc.$114.6M
Employees20
Clients500
DateMar 2014
Total AUM$572.2M
Discretionary$457.6M
Non-Disc.$114.6M
Employees20
Clients500
DateFeb 2014
Total AUM$572.2M
Discretionary$457.6M
Non-Disc.$114.6M
Employees20
Clients500
DateSep 2013
Total AUM$517.9M
Discretionary$504.7M
Non-Disc.$13.2M
Employees20
Clients250
DateMar 2013
Total AUM$517.9M
Discretionary$504.7M
Non-Disc.$13.2M
Employees20
Clients250
DateMar 2012
Total AUM$492.2M
Discretionary$403.9M
Non-Disc.$88.3M
Employees11
Clients300
DateAug 2011
Total AUM$571M
Discretionary$83.2M
Non-Disc.$487.8M
Employees--
Clients--
DateSep 2010
Total AUM$172.4M
Discretionary$64.9M
Non-Disc.$107.6M
Employees--
Clients--
DateJun 2010
Total AUM$172.4M
Discretionary$64.9M
Non-Disc.$107.6M
Employees--
Clients--
DateMar 2009
Total AUM$324.3M
Discretionary$0
Non-Disc.$324.3M
Employees--
Clients--
DateMar 2008
Total AUM$433.4M
Discretionary$0
Non-Disc.$433.4M
Employees--
Clients--
DateMay 2007
Total AUM$382.6M
Discretionary$19.2M
Non-Disc.$363.4M
Employees--
Clients--
DateMay 2007
Total AUM$382.6M
Discretionary$19.2M
Non-Disc.$363.4M
Employees--
Clients--
DateJan 2007
Total AUM$382.6M
Discretionary$19.2M
Non-Disc.$363.4M
Employees--
Clients--
DateJan 2007
Total AUM$320.9M
Discretionary$0
Non-Disc.$320.9M
Employees--
Clients--
DateFeb 2006
Total AUM$320.9M
Discretionary$0
Non-Disc.$320.9M
Employees--
Clients--
DateJan 2006
Total AUM$264.2M
Discretionary$162.6M
Non-Disc.$101.6M
Employees--
Clients--
DateSep 2005
Total AUM$264.2M
Discretionary$162.6M
Non-Disc.$101.6M
Employees--
Clients--