VISTA FINANCE, LLC
CRD #312082 SEC #801-120420 CLAYTON, MO 314-518-5240
SEC Registered Private Funds
Total AUM
$273.8M
Discretionary
$268.9M
Employees
8
Clients
10
Accounts
540
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $273.8M | $268.9M | $4.9M | 8 | 6 |
| Mar 2025 | $273.8M | $268.9M | $4.9M | 8 | 6 |
| Oct 2024 | $209.7M | $204.5M | $5.2M | 7 | 2 |
| Oct 2024 | $209.7M | $204.5M | $5.2M | 7 | 2 |
| Jul 2024 | $209.7M | $204.5M | $5.2M | 7 | 2 |
| Apr 2024 | $209.7M | $204.5M | $5.2M | 7 | 2 |
| Apr 2024 | $209.7M | $204.5M | $5.2M | 7 | 2 |
| Mar 2024 | $209.7M | $204.5M | $5.2M | 7 | 2 |
| Mar 2023 | $157.2M | $148.5M | $8.7M | 4 | 1 |
| Dec 2022 | $196M | $170M | $26M | 3 | 0 |
| Sep 2022 | $196M | $170M | $26M | 3 | 0 |
| Mar 2022 | $196M | $170M | $26M | 3 | 0 |
| Sep 2021 | $214M | $81.6M | $132.4M | 3 | 0 |
| Aug 2021 | $214M | $81.6M | $132.4M | 3 | 0 |
| Aug 2021 | $214M | $81.6M | $132.4M | 3 | 0 |
| Jun 2021 | $214M | $81.6M | $132.4M | 3 | 0 |
| May 2021 | $0 | $0 | $0 | 3 | 0 |
| Mar 2021 | $0 | $0 | $0 | 3 | 0 |
| Mar 2021 | $0 | $0 | $0 | 3 | 0 |
| Jan 2021 | $0 | $0 | $0 | 2 | 0 |
| Jan 2021 | $0 | $0 | $0 | 2 | 0 |
DateJul 2025
Total AUM$273.8M
Discretionary$268.9M
Non-Disc.$4.9M
Employees8
Clients6
DateMar 2025
Total AUM$273.8M
Discretionary$268.9M
Non-Disc.$4.9M
Employees8
Clients6
DateOct 2024
Total AUM$209.7M
Discretionary$204.5M
Non-Disc.$5.2M
Employees7
Clients2
DateOct 2024
Total AUM$209.7M
Discretionary$204.5M
Non-Disc.$5.2M
Employees7
Clients2
DateJul 2024
Total AUM$209.7M
Discretionary$204.5M
Non-Disc.$5.2M
Employees7
Clients2
DateApr 2024
Total AUM$209.7M
Discretionary$204.5M
Non-Disc.$5.2M
Employees7
Clients2
DateApr 2024
Total AUM$209.7M
Discretionary$204.5M
Non-Disc.$5.2M
Employees7
Clients2
DateMar 2024
Total AUM$209.7M
Discretionary$204.5M
Non-Disc.$5.2M
Employees7
Clients2
DateMar 2023
Total AUM$157.2M
Discretionary$148.5M
Non-Disc.$8.7M
Employees4
Clients1
DateDec 2022
Total AUM$196M
Discretionary$170M
Non-Disc.$26M
Employees3
Clients0
DateSep 2022
Total AUM$196M
Discretionary$170M
Non-Disc.$26M
Employees3
Clients0
DateMar 2022
Total AUM$196M
Discretionary$170M
Non-Disc.$26M
Employees3
Clients0
DateSep 2021
Total AUM$214M
Discretionary$81.6M
Non-Disc.$132.4M
Employees3
Clients0
DateAug 2021
Total AUM$214M
Discretionary$81.6M
Non-Disc.$132.4M
Employees3
Clients0
DateAug 2021
Total AUM$214M
Discretionary$81.6M
Non-Disc.$132.4M
Employees3
Clients0
DateJun 2021
Total AUM$214M
Discretionary$81.6M
Non-Disc.$132.4M
Employees3
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0