VISTA INVESTMENT MANAGEMENT, LLC
CRD #116068 SEC #801-112652 PITTSBURGH, PA 412-824-5940
SEC Registered Disclosures
Total AUM
$286.3M
Discretionary
$282.2M
Employees
4
Clients
0
Accounts
530
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $286.3M | $282.2M | $4.1M | 4 | 1 |
| Mar 2024 | $273.7M | $269.9M | $3.8M | 4 | 1 |
| Mar 2023 | $207.7M | $204.7M | $2.9M | 3 | 1 |
| Nov 2022 | $212.2M | $209M | $3.2M | 3 | 1 |
| Mar 2022 | $212.2M | $209M | $3.2M | 3 | 1 |
| Mar 2021 | $185.2M | $182.2M | $3M | 4 | 1 |
| Jun 2020 | $121.3M | $119.2M | $2.1M | 3 | 1 |
| Apr 2020 | $121.3M | $119.2M | $2.1M | 3 | 1 |
| Mar 2019 | $140.9M | $138M | $2.8M | 3 | 1 |
| Dec 2018 | $134.2M | $131.5M | $2.7M | 3 | 1 |
| Aug 2018 | $134.2M | $131.5M | $2.7M | 3 | 1 |
| Feb 2018 | $120.3M | $117.6M | $2.6M | 2 | 0 |
| Apr 2012 | $46.1M | $46.1M | $0 | 1 | 26 |
| Mar 2012 | $46.1M | $46.1M | $0 | 1 | 26 |
| Feb 2012 | $44.8M | $44.8M | $0 | 1 | 26 |
| Feb 2011 | $41.3M | $41.3M | $0 | 5 | -- |
| Dec 2010 | $37.6M | $37.6M | $0 | 5 | -- |
| Mar 2008 | $33.4M | $33.4M | $0 | 5 | -- |
| Dec 2007 | $32.6M | $32.6M | $0 | 5 | -- |
| May 2007 | $31.7M | $31.7M | $0 | 5 | -- |
| Mar 2007 | $27M | $27M | $0 | 5 | -- |
| Mar 2007 | $27M | $27M | $0 | 5 | -- |
DateMar 2025
Total AUM$286.3M
Discretionary$282.2M
Non-Disc.$4.1M
Employees4
Clients1
DateMar 2024
Total AUM$273.7M
Discretionary$269.9M
Non-Disc.$3.8M
Employees4
Clients1
DateMar 2023
Total AUM$207.7M
Discretionary$204.7M
Non-Disc.$2.9M
Employees3
Clients1
DateNov 2022
Total AUM$212.2M
Discretionary$209M
Non-Disc.$3.2M
Employees3
Clients1
DateMar 2022
Total AUM$212.2M
Discretionary$209M
Non-Disc.$3.2M
Employees3
Clients1
DateMar 2021
Total AUM$185.2M
Discretionary$182.2M
Non-Disc.$3M
Employees4
Clients1
DateJun 2020
Total AUM$121.3M
Discretionary$119.2M
Non-Disc.$2.1M
Employees3
Clients1
DateApr 2020
Total AUM$121.3M
Discretionary$119.2M
Non-Disc.$2.1M
Employees3
Clients1
DateMar 2019
Total AUM$140.9M
Discretionary$138M
Non-Disc.$2.8M
Employees3
Clients1
DateDec 2018
Total AUM$134.2M
Discretionary$131.5M
Non-Disc.$2.7M
Employees3
Clients1
DateAug 2018
Total AUM$134.2M
Discretionary$131.5M
Non-Disc.$2.7M
Employees3
Clients1
DateFeb 2018
Total AUM$120.3M
Discretionary$117.6M
Non-Disc.$2.6M
Employees2
Clients0
DateApr 2012
Total AUM$46.1M
Discretionary$46.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$46.1M
Discretionary$46.1M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$44.8M
Discretionary$44.8M
Non-Disc.$0
Employees1
Clients26
DateFeb 2011
Total AUM$41.3M
Discretionary$41.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$37.6M
Discretionary$37.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$33.4M
Discretionary$33.4M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees5
Clients--