# The Vistria Group, LP

> The Vistria Group, LP is an SEC-registered investment advisory firm in Chicago, IL, registered since 2013, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 22, 2026.

- CRD: 167045
- Filed as: THE VISTRIA GROUP, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167045
- AdvisorCensus page: https://advisorcensus.com/firm/the-vistria-group-lp-chicago-il-167045

## Quick answers

**How is The Vistria Group, LP compensated?**
On its Form ADV (Item 5.E, October 2026), The Vistria Group, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Vistria Group, LP located?**
The Vistria Group, LP's principal office is in Chicago, IL, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is The Vistria Group, LP registered with the SEC or a state?**
The Vistria Group, LP is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167045.

**How much does The Vistria Group, LP manage?**
The Vistria Group, LP reports $13,987,698,223 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (100% discretionary).

**How have The Vistria Group, LP's assets and staff changed since 2021?**
In the Form ADV data for The Vistria Group, LP: Regulatory assets under management: $3,537,895,546 in the October 2021 data and $13,987,698,223 in the October 2026 data, up 295%. Total employees: 33 in October 2021 and 107 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Vistria Group, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (23).

**Does The Vistria Group, LP 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/167045

**What changed in The Vistria Group, LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 55 to 64. Regulatory assets under management went from $12,265,135,167 to $13,987,698,223 (+14%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $13,987,698,223
- Discretionary: $13,987,698,223
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 23 | $13,987,698,223 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 107 total, 64 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Dallas, TX
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- vistria.com
- LinkedIn @the-vistria-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,537,895,546 | 33 | September 23, 2021 |
| October 2022 | $6,735,868,405 | 44 | March 31, 2022 |
| October 2023 | $7,141,101,541 | 64 | June 1, 2023 |
| October 2024 | $9,649,682,081 | 80 | July 10, 2024 |
| October 2025 | $12,265,135,167 | 110 | June 25, 2025 |
| October 2026 | $13,987,698,223 | 107 | May 22, 2026 |

Regulatory assets under management: $3,537,895,546 in the October 2021 data and $13,987,698,223 in the October 2026 data, up 295%.
Total employees: 33 in October 2021 and 107 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 55 to 64.
- Regulatory assets under management went from $12,265,135,167 to $13,987,698,223 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Vistria Group, LP (CRD 167045): Form ADV filing data as of October 2026.