BUENA VISTA INVESTMENT MANAGEMENT LLC
CRD #123252 SEC #801-63732 WISCONSIN RAPIDS, WI 715-422-0700
SEC Registered
Total AUM
$59M
Discretionary
$59M
Employees
1
Clients
0
Accounts
170
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $59M | $59M | $0 | 1 | 200 |
| May 2012 | $59M | $59M | $0 | 1 | 200 |
| Apr 2012 | $59M | $59M | $0 | 1 | 200 |
| Apr 2012 | $59M | $59M | $0 | 1 | 200 |
| Mar 2012 | $59M | $59M | $0 | 1 | 200 |
| Mar 2011 | $52M | $52M | $0 | 5 | -- |
| Jul 2010 | $45M | $45M | $0 | 5 | -- |
| Apr 2010 | $45M | $45M | $0 | 5 | -- |
| Mar 2010 | $45M | $45M | $0 | 5 | -- |
| Mar 2009 | $41M | $41M | $0 | 5 | -- |
| Feb 2007 | $42.6M | $42M | $600K | 5 | -- |
| Mar 2006 | $40.4M | $40M | $400K | 5 | -- |
| Sep 2005 | $31.4M | $31M | $400K | 5 | -- |
DateJun 2012
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$42.6M
Discretionary$42M
Non-Disc.$600K
Employees5
Clients--
DateMar 2006
Total AUM$40.4M
Discretionary$40M
Non-Disc.$400K
Employees5
Clients--
DateSep 2005
Total AUM$31.4M
Discretionary$31M
Non-Disc.$400K
Employees5
Clients--