VISTA INVESTMENT PARTNERS II, LLC of RICHMOND, IN is an SEC-registered investment adviser (CRD 327983). Regulatory assets under management: $383.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Dennis Richard Mason | CCO | — |
| Brett Douglas Guiley | MANAGING PARTNER | — |
| Sarah Elizabeth Peacock | MANAGER | — |
| MASON WAYNE RICHARD | CCO | — |
| GUILEY BRETT DOUGLAS | MANAGING PARTNER | — |
| Peacock Sarah Elizabeth | MANAGER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |