NEW VISTA INVESTMENT GROUP, LLC
CRD #150740 SEC #802-100381 INVERNESS, IL 8478093884
State Registered Exempt Reporting Private Funds
Total AUM
$175.6M
Discretionary
$175.6M
Employees
4
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $175.6M | $175.6M | $0 | 4 | 1 |
| Mar 2013 | $168.3M | $168.3M | $0 | 4 | 1 |
| Nov 2012 | $165.4M | $165.4M | $0 | 4 | 1 |
| Mar 2012 | $165.4M | $165.4M | $0 | 1 | 1 |
| Jan 2012 | $165.2M | $165.2M | $0 | 1 | 1 |
| Apr 2011 | $145.1M | $145.1M | $0 | 5 | -- |
| Jul 2010 | $203.7M | $203.7M | $0 | 10 | -- |
| Apr 2010 | $203.7M | $203.7M | $0 | 10 | -- |
DateMar 2014
Total AUM$175.6M
Discretionary$175.6M
Non-Disc.$0
Employees4
Clients1
DateMar 2013
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees4
Clients1
DateNov 2012
Total AUM$165.4M
Discretionary$165.4M
Non-Disc.$0
Employees4
Clients1
DateMar 2012
Total AUM$165.4M
Discretionary$165.4M
Non-Disc.$0
Employees1
Clients1
DateJan 2012
Total AUM$165.2M
Discretionary$165.2M
Non-Disc.$0
Employees1
Clients1
DateApr 2011
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$203.7M
Discretionary$203.7M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$203.7M
Discretionary$203.7M
Non-Disc.$0
Employees10
Clients--