# Blue Vista Capital, LLC

> Blue Vista Capital, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 20, 2026.

- CRD: 127001
- Filed as: BLUE VISTA CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: May 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127001
- AdvisorCensus page: https://advisorcensus.com/firm/blue-vista-capital-llc-chicago-il-127001

## Quick answers

**How is Blue Vista Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Vista Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Blue Vista Capital, LLC located?**
Blue Vista Capital, LLC's principal office is in Chicago, IL, according to its Form ADV.

**Is Blue Vista Capital, LLC registered with the SEC or a state?**
Blue Vista Capital, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 127001.

**How much does Blue Vista Capital, LLC manage?**
Blue Vista Capital, LLC reports $1,889,498,840 in regulatory assets under management in its Form ADV filing dated May 20, 2026 (82% discretionary).

**How have Blue Vista Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Blue Vista Capital, LLC: Regulatory assets under management: $2,032,930,577 in the October 2021 data and $1,889,498,840 in the October 2026 data, down 7%. Total employees: 60 in October 2021 and 60 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blue Vista Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (21).

**Does Blue Vista Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/127001

**What changed in Blue Vista Capital, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 35 to 40. Regulatory assets under management went from $1,640,657,327 to $1,889,498,840 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,889,498,840
- Discretionary: $1,556,016,312
- Non-discretionary: $333,482,528

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 21 | $1,889,498,840 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 60 total, 40 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bluevistallc.com
- LinkedIn @1285911

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,032,930,577 | 60 | March 30, 2021 |
| October 2022 | $2,289,455,725 | 70 | March 31, 2022 |
| October 2023 | $2,458,160,756 | 70 | April 27, 2023 |
| October 2024 | $2,465,175,971 | 60 | March 29, 2024 |
| October 2025 | $1,889,066,084 | 60 | May 12, 2025 |
| October 2026 | $1,889,498,840 | 60 | May 20, 2026 |

Regulatory assets under management: $2,032,930,577 in the October 2021 data and $1,889,498,840 in the October 2026 data, down 7%.
Total employees: 60 in October 2021 and 60 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 35 to 40.
- Regulatory assets under management went from $1,640,657,327 to $1,889,498,840 (+15%).

### January 2026
- Regulatory assets under management went from $1,889,066,084 to $1,640,657,327 (-13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Vista Capital, LLC (CRD 127001): Form ADV filing data as of October 2026.