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BLUE VISTA CAPITAL, LLC

CHICAGO, IL · CRD 127001 · IAPD ↗ · bluevistallc.com · 312-578-0033

$1.89BRegulatory AUM
40Advisory reps
60Employees
0Clients
n/aPlanning clients
21Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — BLUE VISTA CAPITAL, LLC grew from 35 to 40 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — BLUE VISTA CAPITAL, LLC shrank from 40 to 35 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — BLUE VISTA CAPITAL, LLC now reports custody of client assets ($1.63B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
40
April 2024 — BLUE VISTA CAPITAL, LLC shrank from 50 to 40 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.