AdvisorCensus / Financial advisors / Illinois / Chicago / Vistamark Investments
Vistamark Investments
Filed as VISTAMARK INVESTMENTS · Legal name Vistamark Investments LLC
Vistamark Investments is an SEC-registered investment advisory firm in Hinsdale, IL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.
Quick answers
From the filingHow is Vistamark Investments compensated?
On its Form ADV (Item 5.E, October 2026), Vistamark Investments reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Vistamark Investments located?
Vistamark Investments' principal office is in Hinsdale, IL, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Vistamark Investments registered with the SEC or a state?
Vistamark Investments is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 335309.
How much does Vistamark Investments manage?
Vistamark Investments reports $322,418,864 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).
What types of clients does Vistamark Investments serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (44); other investment advisers (1).
Does Vistamark Investments 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/335309
What changed in Vistamark Investments' recent Form ADV filings?
In the June 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated July 15, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$322,418,864 as of October 2026, filing dated July 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- Vistamark Investments LLC
- Also doing business as
- VISTAMARK, VISTAMARK INVESTMENTS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the August 2026 filing
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- June 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Vistamark Investments (CRD 335309): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/vistamark-investments-hinsdale-il-335309