Hedge Fund Database

VISTA CAPITAL PARTNERS, INC.

Adviser information for VISTA CAPITAL PARTNERS, INC. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Oregon, United States

Employees

Total Number of Employees 32
Investment Advisory/Research 17
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 17
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,900 $2.4B
Non-Discretionary 0 $0
Total 2,900 $2.4B

Clients

Type Number RAUM
Individuals 346 $544.6M
HNW Individuals 258 $1.8B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 4 $18.4M
Charitable organizations 8 $47.0M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 3 $60.0M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUM

Identifiers

SEC RIA File Number 801-60536
SEC ERA File Number 801-60536
SEC CIK Numbers 1486946
SEC CRD Numbers 114913
Legal Entity Identifier None

Principal Office

9755 SW BARNES ROAD
SUITE 595
PORTLAND
OR
United States
Monday - Friday, 8:00AM TO 5:00PM
Tel: 503-772-9500, Fax: 503-772-1229

Websites

www.vistacp.com www.facebook.com/vista-capital-partners-205013249511591/ twitter.com/vistacp www.linkedin.com/company/vista-capital-partners

Chief Compliance Officer

JOHN CONVERY
MANAGING DIRECTOR, CHIEF OPERATING OFFICER
9755 SW BARNES RD, SUITE 595
PORTLAND
OR
United States
Tel: 503-772-9500
Fax: 503-772-1229
(Full email address available in API data)

Regulatory Contact

ERIKA A FARLEIGH
COMPLIANCE
9755 SW BARNES ROAD, SUITE 595
PORTLAND
OR
United States
Tel: 503-772-9500
Fax: 503-772-1229
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
OREILLY, MICHAEL, JOSEPH Individual – PRINCIPAL 12/2000 10-25%
JOHANSON, DOUGLAS, ERIC Individual – CHAIRMAN OF THE BOARD 05/2011 10-25%
WILLIAMS, DOUGAL Individual – CHIEF WEALTH OFFICER 10/2020 10-25%
CONVERY, JOHN, JOSEPH III Individual – CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR 03/2011 10-25%
GREENMAN, ROBERT, DOUGLAS Individual – CHIEF GROWTH OFFICER 10/2020 5-10%
WILLIAMS, LINDSEY, WOODLEY Individual – CHIEF CLIENT OFFICER 10/2020 5-10%
POST, DOUGLAS, LIGHTNER Individual – PRINCIPAL 10/2020 5-10%
Thomson, Tana Individual – CHIEF PEOPLE OFFICER 10/2018 < 5%
TIERNEY, JULIA, PATRICIA Individual – DIRECTOR OF LEGACY PLANNING 01/2022 < 5%
GANNON, JONATHAN, THOMAS Individual – DIRECTOR OF FINANCIAL PLANNING 01/2022 < 5%
DARKINS, ANDREW, GRAHAM Individual – DIRECTOR OF CLIENT EXPERIENCE 01/2023 < 5%

No. Employees, Historic

4020020202021202220232024202525 on 3/31/202025 on 6/29/202025 on 3/31/202125 on 10/12/202131 on 3/29/202231 on 11/29/202235 on 3/24/202332 on 3/26/202432 on 3/29/2024

RAUM, Historic

3B2B02020202120222023202420251620750645 on 3/31/20201620750645 on 6/29/20201881679753 on 3/31/20211881679753 on 10/12/20212656805764 on 3/29/20222656805764 on 11/29/20222090204250 on 3/24/20232445045898 on 3/26/20242445045898 on 3/29/2024

No. Clients, Historic

7003500202020212022202320242025465 on 3/31/2020465 on 6/29/2020486 on 3/31/2021486 on 10/12/2021525 on 3/29/2022525 on 11/29/2022545 on 3/24/2023619 on 3/26/2024619 on 3/29/2024

Holdings

From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
Abbvie Inc COM 208K 1K –
Absi Corp COM 180K 58K –
Air Prod & Chemicals Inc COM 669K 3K –
Allstate COM 240K 2K –
Amazon.com COM 2M 10K –
Apple Inc COM 8M 37K –
Avantis Emerging Markets Fund Avantis EMGMKT 277K 5K –
Avantis International Equity Fund Intl EQT ETF 543K 9K –
Avantis Responsible US Equity Fund Avantis Respon U 1M 22K –
Bank Of America COM 326K 8K –
Berkshire Hathaway Cl B Class B 3M 7K –
Blackstone Inc COM 281K 2K –
Chevron COM 421K 3K –
Copart Inc COM 220K 4K –
Costco Wholesale COM 2M 3K –
Deckers Outdoor Corp COM 229K 237 –
DFA Tax-Managed US Marketwide Value II US Mktwide Value 600K 15K –
DFA U.S. Core Equity 2 Fund US Core Equity 2 6M 174K –
Dicks Sporting Goods Inc COM 227K 1K –
Enovix Corp COM 760K 49K –
Exxon Mobil COM 348K 3K –
Fiserv Inc COM 607K 4K –
Google Inc Class A Cap Stk Cl A 496K 3K –
Google Inc Class C CAP STK CL C 883K 5K –
Home Depot COM 207K 600 –
Intel Corp COM 677K 22K –
International Business Machines COM 351K 2K –
iShares Barclays 3-7 Yr TSY Bond Fund Barclys 3-7 YR 387K 3K –
iShares Barclays TIP Bond Fund Barclys TIPS Bd 250K 2K –
iShares Core MSCI Emerging Markets ETF Core MSCI EMKT 258K 5K –
iShares Core S&P 500 Core S&P 500 ETF 2M 3K –
iShares Core S&P Small-Cap ETF Core S&P SCP ETF 622K 6K –
iShares Core S&P Total US Stock Mkt ETF Core S&P TTL STK 467K 4K –
iShares Global Healthcare Fund Glob Hlthcre ETF 274K 3K –
iShares Global Tech Fund Global Tech ETF 389K 5K –
iShares High Yield Bond Fund Iboxx Hi Yd ETF 208K 3K –
iShares International Treasury Fund Intl Trea Bd ETF 205K 5K –
iShares MSCI ACWI Fund MSCI ACWI ETF 233K 2K –
iShares MSCI EAFE Index Fund MSCI EAFE ETF 418K 5K –
iShares MSCI USA Min MSCI USA MIN VOL 619K 7K –
iShares Russell 1000 ETF S&P 1000 ETF 352K 1K –
iShares Russell 1000 Growth Index Fund Rus 1000 Grw ETF 3M 8K –
iShares Russell 1000 Value Index Fund Russell1000VAL 1M 8K –
iShares Russell 2000 Index Fund Russell2000ETF 633K 3K –
iShares Russell Microcap Index Fund Rssl Mcrcp Idx 574K 5K –
iShares Russell Midcap Growth Rus Md Cp Gr ETF 269K 2K –
Ishares Tr Russell Russell3000ETF 1M 4K –
Ishares Trust S&p Smallcap 600/barra Value Index F SP SMCP600VL ETF 387K 4K –
J. P. Morgan Chase COM 674K 3K –
Jacobs Engineering Group Inc COM 363K 3K –
Johnson & Johnson COM 780K 5K –
Lilly Eli & Company COM 968K 1K –
Meta Platforms Inc Cl A 228K 452 –
Microsoft Corp COM 13M 29K –
Nakanishi Inc COM 658K 41K –
NASDAQ 100 Shares COM 799K 2K –
NightFood Holdings Inc COM 13K 700K –
Nike COM 1M 20K –
Nucor Corp COM 254K 2K –
Nvidia Corp COM 736K 6K –
On Holding AG Ord Class A NAMEN AKT A 698K 18K –
Pacific West Bancorp Ord COM 594K 74K –
Parker-Hannifin COM 215K 426 –
Portland General Elec COM 936K 22K –
Schwab International Equity Fund Intl Eqty ETF 600K 16K –
Schwab International Small Cap Fund Intl Sceqt ETF 418K 12K –
Schwab U.S. Broad Market Fund US Brd Mkt ETF 12M 190K –
Schwab U.S. Large Cap Growth Fund US LCAP GR ETF 254K 3K –
Schwab U.S. Large Cap Value Fund US Lcap VA ETF 396K 5K –
Schwab U.S. REIT Fund US REIT ETF 3M 163K –
Schwab U.S. Small Cap Fund US Sml Capt ETF 425K 9K –
Schwab U.S. TIPS Fund US TIPS ETF 248K 5K –
SPDR S&P Dividend Fund S&P Divid ETF 264K 2K –
SPDRs - S&P 500 Index Fund TR UNIT 5M 10K –
Starbucks COM 3M 33K –
Stryker Corp COM 7M 19K –
Target Corp COM 290K 2K –
Tesla Motors Inc COM 383K 2K –
The Southern Company COM 678K 9K –
United Healthcare COM 325K 639 –
Vanguard Div Apprciation Div App ETF 424K 2K –
Vanguard ESG International Stock Fund Esg Intl Stk ETF 2M 27K –
Vanguard Extended Mkt Extend MKT ETF 235K 1K –
Vanguard Growth Index Fund Growth ETF 86M 231K –
Vanguard Int'l REIT Index Fund Glb EX US ETF 2M 52K –
Vanguard Large Cap Large Cap ETF 2M 6K –
Vanguard REIT Index Fund REIT ETF 101M 1M –
Vanguard S&P 500 ETF S&P 500 ETF SHS 5M 9K –
Vanguard Small Cap Index Fund Small Cp ETF 62M 285K –
Vanguard Small Cap Value Fund Sm Cp Val ETF 408K 2K –
Vanguard Total U.S. Stock Market Fund Total Stk Mkt 310M 1M –
Vanguard Total World Stock Index TT Wrld St ETF 625K 6K –
Vanguard Value Index Fund Value ETF 134M 834K –
Vanguard Whitehall - High Div Yield ETF High Div Yld 301K 3K –