Vistamark Investments Llc
SEC-registered
Investment Adviser · Small ($100M–$1B)
CRD 335309
· SEC file 801-136204
· Hinsdale, IL
· vistamarkllc.com
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ADV data as of Jul 15, 2026
- Regulatory AUM
- $322M
- Discretionary
- $322M
- Clients
- 45
- Avg AUM / client
- $7.2M
- Accounts
- 98
- Employees
- 4
AUM over time
$317M
$322M
Apr 6, 2026
Jul 15, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 44 | $80.6M | 25.0% |
| Other investment advisers | 1 | $242M | 75.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Raymon Rice | Registered representative | CFA | Sep 2025 (1y) | |
| Sean Paul Mc Evilly | Registered representative | CFA | Oct 2025 (1y) | |
| William Seyfarth | Registered representative | Oct 2025 (1y) | ||
| Ryan Marshall Walter | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 975 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗