BLUE VISTA CAPITAL, LLC
Adviser information for BLUE VISTA CAPITAL, LLC 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 60 |
|---|---|
| Investment Advisory/Research | 40 |
| Registered Broker-Dealer Representatives | 6 |
| Registered State Investment Advisers | 0 |
| 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 | 15 | $1.8B |
| Non-Discretionary | 2 | $671.4M |
| Total | 17 | $2.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 11 | $1.4B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 6 | $1.0B |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 5 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
| Other Business Activities | Broker-dealer |
Identifiers
| SEC RIA File Number | 801-74382 |
|---|---|
| SEC ERA File Number | 801-74382 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 127001 |
| Legal Entity Identifier | None |
Principal Office
353 N. CLARK ST.SUITE 730
CHICAGO
IL
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 312-578-0033, Fax: 312-578-0139
Chief Compliance Officer
PETER STELIAN
MANAGING PRINCIPAL
353 N. CLARK ST.
SUITE 730
CHICAGO
IL
United States
Tel:
312-578-0033
Fax:
312-578-0139
P****@***************M
(Full email address available in API data)
Regulatory Contact
ROBERT BYRON
CHAIRMAN
353 N. CLARK ST.
SUITE 730
CHICAGO
IL
United States
Tel:
312-578-0033
Fax:
312-578-0139
R*****@***************M
(Full email address available in API data)
Industry Affiliates
| BLUE ATLANTIC MANAGERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE VISTA ACCELERATOR MANAGER, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE VISTA CAPITAL MANAGEMENT, LLC | Other investment adviser, including financial planners |
| BLUE VISTA CAPITAL PARTNERS, LLC | Real estate broker or dealer |
| BLUE VISTA CITY SELECT MANAGERS | Sponsor, GP, manager of pooled investment vehicles |
| BLUE VISTA FINANCE MANAGERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE VISTA MANAGERS III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE VISTA MANAGERS IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE VISTA MANAGERS V, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE VISTA MANAGERS VI, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE VISTA STUDENT HOUSING MANAGERS III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUE VISTA STUDENT HOUSING SELECT STRATEGIES MANAGER, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BV OZ GAINESVILLE MANAGER, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BVK REIT, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BVSHSSF BOSTON COI GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BVSHSSF SEATTLE COI GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BVSHSSF SYRACUSE COI GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| STELLAR NATIONAL IM, LLC | Insurance company or agency |
| UNIVERSITY CENTER MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AD OZ GAINESVILLE VENTURE, LLC | Real Estate Fund | $39.4M | $0.0M | 40 |
| BLUE ATLANTIC ACQUISITION GROUP II, LLC | Real Estate Fund | $132.6M | $0.0M | 2 |
| BLUE VISTA ACCELERATOR FUND | Real Estate Fund | $12.2M | $0.0M | 7 |
| BLUE VISTA CITY SELECT FUND | Real Estate Fund | $64.0M | $0.0M | 1 |
| BLUE VISTA FINANCE, LLC | Real Estate Fund | $79.6M | $0.0M | 3 |
| BLUE VISTA REAL ESTATE PARTNERS IV, LP | Real Estate Fund | $182.6M | $0.0M | 66 |
| BLUE VISTA REAL ESTATE PARTNERS V, LP | Real Estate Fund | $442.4M | $0.0M | 115 |
| BLUE VISTA REAL ESTATE PARTNERS VI, LP | Real Estate Fund | $75.4M | $0.0M | 22 |
| BLUE VISTA SPONSOR EQUITY FUND III (TE), L.P. | Real Estate Fund | $0.2M | $1.0M | 3 |
| BLUE VISTA SPONSOR EQUITY FUND III, L.P. | Real Estate Fund | $0.8M | $1.0M | 15 |
| BLUE VISTA STUDENT HOUSING FUND III, LP | Real Estate Fund | $63.9M | $0.0M | 5 |
| BLUE VISTA STUDENT HOUSING SELECT STRATEGIES FUND, LP | Real Estate Fund | $263.5M | $0.1M | 10 |
| BVSHSSF BOSTON COI, LP | Real Estate Fund | $54.5M | $0.0M | 2 |
| BVSHSSF SEATTLE COI, LP | Real Estate Fund | $20.9M | $0.0M | 2 |
| BVSHSSF SYRACUSE COI, LP | Real Estate Fund | $0.0M | $0.0M | 2 |
| UCC CHICAGO ACQUISITION LLC | Real Estate Fund | $199.0M | $0.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STELIAN, PETER | Individual | – | MANAGING PRINCIPAL, CEO AND CCO | 03/2003 | < 5% |
| BYRON, ROBERT GORDON | Individual | – | MANAGING PRINCIPAL | 03/2003 | < 5% |
| BYRON, ROBERT GORDON | Individual | ROBERT G. BYRON REVOCABLE TRUST, DATED MARCH 20, 1998 | TRUSTEE | 03/1998 | |
| STELIAN, PETER | Individual | PETER STELIAN REVOCABLE TRUST, DATED MARCH 19, 1998 | TRUSTEE | 03/1998 | |
| PETER STELIAN REVOCABLE TRUST, DATED MARCH 19, 1998 | Domestic Entity | – | OWNER | 11/2009 | 50-75% |
| ROBERT G. BYRON REVOCABLE TRUST, DATED MARCH 20, 1998 | Domestic Entity | – | OWNER | 11/2009 | 50-75% |