# BUENA VISTA INVESTMENT MANAGEMENT LLC

BUENA VISTA INVESTMENT MANAGEMENT LLC of WISCONSIN RAPIDS, WI is an SEC-registered investment adviser.

## Registration

- CRD: 123252
- Type: SEC-registered investment adviser
- SEC file number: 801-63732
- Location: 478 EAST GRAND AVE, WISCONSIN RAPIDS, WI, 54494
- Phone: 715-423-9505
- Latest filing: 2026-02-19
- Regulatory AUM: $25.7M
- Discretionary AUM: $25.7M
- Clients: 1
- Accounts: 179

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| MOFFAT JOHN L | PARTNER | — |
| SULLIVAN JOEL EUGENE | PARTNER; PARTNER/CHIEF COMPLIANCE OFFICER | — |
| BREY PETER WILLIAM | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123252/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123252/similar
- Related entities: https://search.stillhousedata.com/firm/123252/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123252

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.