{
  "crd_number": 335309,
  "slug": "vistamark-investments-hinsdale-il-335309",
  "primary_business_name": "VISTAMARK INVESTMENTS",
  "legal_name": "VISTAMARK INVESTMENTS LLC",
  "dbas": [
    "VISTAMARK",
    "VISTAMARK INVESTMENTS"
  ],
  "city": "Hinsdale",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-05-07",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-15",
  "carried_forward": false,
  "raum_total": 322418864.0,
  "raum_discretionary": 322418864.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other_investment_advisers": {
      "raum": 241790564.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 80628300.0,
      "count": 44
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "IL",
    "TX"
  ],
  "websites": [
    "https://vistamarkllc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335309",
  "city_as_filed": "HINSDALE",
  "url": "https://advisorcensus.com/firm/vistamark-investments-hinsdale-il-335309",
  "display_name": "Vistamark Investments",
  "summary": "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.",
  "citation": "AdvisorCensus. Vistamark Investments (CRD 335309): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Vistamark Investments compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Vistamark Investments located?",
      "a": "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)."
    },
    {
      "q": "Is Vistamark Investments registered with the SEC or a state?",
      "a": "Vistamark Investments is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 335309."
    },
    {
      "q": "How much does Vistamark Investments manage?",
      "a": "Vistamark Investments reports $322,418,864 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Vistamark Investments serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (44); other investment advisers (1)."
    },
    {
      "q": "Does Vistamark Investments report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Vistamark Investments' recent Form ADV filings?",
      "a": "In the June 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/vistamark-investments-hinsdale-il-335309.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 44,
      "fewer_than_5": false,
      "raum": 80628300.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": true,
      "raum": 241790564.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335309",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}