VISTA INVESTMENT PARTNERS II, LLC
Legal name: VISTA INVESTMENT PARTNERS
CRD #327983 SEC #801-128904 RICHMOND, IN 765-962-5153
SEC Registered
Total AUM
$321.8M
Discretionary
$321.8M
Employees
10
Clients
10
Accounts
1,427
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $321.8M | $321.8M | $0 | 10 | 3 |
| Feb 2025 | $249.6M | $249.6M | $0 | 8 | 0 |
| Jun 2024 | $249.6M | $249.6M | $0 | 8 | 0 |
| Jan 2024 | $249.6M | $249.6M | $0 | 8 | 0 |
| Nov 2023 | $0 | $0 | $0 | 8 | 0 |
| Sep 2023 | $0 | $0 | $0 | 8 | 0 |
| Sep 2023 | $0 | $0 | $0 | 8 | 0 |
DateMar 2025
Total AUM$321.8M
Discretionary$321.8M
Non-Disc.$0
Employees10
Clients3
DateFeb 2025
Total AUM$249.6M
Discretionary$249.6M
Non-Disc.$0
Employees8
Clients0
DateJun 2024
Total AUM$249.6M
Discretionary$249.6M
Non-Disc.$0
Employees8
Clients0
DateJan 2024
Total AUM$249.6M
Discretionary$249.6M
Non-Disc.$0
Employees8
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0