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THE VISTRIA GROUP, LP

CHICAGO, IL · CRD 167045 · IAPD ↗ · 312-626-1100

$13.99BRegulatory AUM
64Advisory reps
107Employees
0Clients
n/aPlanning clients
17Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

64
April 2026 — THE VISTRIA GROUP, LP grew from 55 to 64 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2025 — THE VISTRIA GROUP, LP reported RAUM up 27% ($9.65B -> $12.27B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
52
April 2024 — THE VISTRIA GROUP, LP reported RAUM up 35% ($7.14B -> $9.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — THE VISTRIA GROUP, LP grew from 45 to 55 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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