RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Indiana
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MASON, DENNIS, RICHARDICCONA Control
MASON, DENNIS, RICHARDICCONA Control
MASON, DENNIS, RICHARDICCONA Control
MASON, DENNIS, RICHARDICCONA Control
MASON, DENNIS, RICHARDICCONA
MASON, DENNIS, RICHARDICCONA
MASON, DENNIS, RICHARDICCONA
MASON, DENNIS, RICHARDICCONA
GUILEY, BRETT, DOUGLASIMANAGING PARTNERE Control
GUILEY, BRETT, DOUGLASIMANAGING PARTNERE Control
GUILEY, BRETT, DOUGLASIMANAGING PARTNERE Control
GUILEY, BRETT, DOUGLASIMANAGING PARTNERE Control
GUILEY, BRETT, DOUGLASIMANAGING PARTNERE Control
GUILEY, BRETT, DOUGLASIMANAGING PARTNERE Control
GUILEY, BRETT, DOUGLASIMANAGING PARTNERE Control
GUILEY, BRETT, DOUGLASIMANAGING PARTNERE Control
Peacock, Sarah, ElizabethIMANAGERA
Peacock, Sarah, ElizabethIMANAGERA
Peacock, Sarah, ElizabethIMANAGERA
Peacock, Sarah, ElizabethIMANAGERA
Peacock, Sarah, ElizabethIMANAGERA
Peacock, Sarah, ElizabethIMANAGERA
Peacock, Sarah, ElizabethIMANAGERA
Peacock, Sarah, ElizabethIMANAGERA

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (10)

CA CO FL IL IN MO NC OH TN TX

Address

ONE WOODSIDE DRIVE
RICHMOND, IN 47374
United States
Phone: 765-962-5153