# Vistamark Investments

> 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.

- CRD: 335309
- Filed as: VISTAMARK INVESTMENTS
- Legal name: Vistamark Investments LLC
- Also doing business as: VISTAMARK, VISTAMARK INVESTMENTS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hinsdale, IL
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335309
- AdvisorCensus page: https://advisorcensus.com/firm/vistamark-investments-hinsdale-il-335309

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $322,418,864
- Discretionary: $322,418,864
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 44 | $80,628,300 |
| Other investment advisers | 1 | $241,790,564 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Phoenix, AZ

### Websites listed on Form ADV (Item 1.I)
- vistamarkllc.com

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vistamark Investments (CRD 335309): Form ADV filing data as of October 2026.