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VISTAMARK INVESTMENTS
Legal name: VISTAMARK INVESTMENTS LLC
CRD 335309File 801-136204
APPROVED
Retail clients
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$322.4M
Below cohort median (national)
Discretionary AUM
$322.4M
Clients
45
98 accounts
Employees
4
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 7, 2026
- Principal office
- 333 WEST CHESTNUT STREET, HINSDALE, IL, 60521
- Phone
- 312-498-5703
- Website
- https://vistamarkllc.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $322.4M
- Discretionary AUM
- $322.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 98
- Non-discretionary accounts
- 0
- Total accounts
- 98
- AUM per client
- $7.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $241.8M |
| High net worth individuals | 44 | $80.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.