SourcingSourcing

BLUE VISTA CAPITAL, LLC

C33
CRD 127001·SEC 801-74382·CHICAGO, IL
AUM
$1.89B
$1B+
Est. Revenue
$18.9M
@ 1% on AUM
Est. EBITDA
$5.7M
@ 30% margin
Est. Deal Value
$45.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUE VISTA CAPITAL, LLC
CRD
127001
SEC file #
801-74382
EIN
000000000
DBA names
—

Economics

AUM
$1.89B
AUM band
$1B+
AUM trajectory
'20'26
$2.01B → $1.89B▼ -6%
Client mix
Pooled Investment Vehicles21

Operations

Employees (total)
60
Advisory staff (per ADV)
40
Advisory staff (5-yr trend)
'20'26
44 advisors → 40 advisors▼ -9%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
bluevistallc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PETER STELIAN REVOCABLE TRUST,
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
PETER STELIAN REVOCABLE TRUST,
ROBERT G. BYRON REVOCABLE TRUST,
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BLUEVISTALLC.COM
Rdap Domain Creation Date
2002-02-19T10:13:38Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001338428
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2005-09-08
Edgar Last Filing Date
2020-12-31
Edgar Form D Count
13
Edgar Form D Offerings
2020-12-312020-12-31 · 0000919574-20-007721
2020-01-032020-01-03 · 0000919574-20-000060

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
0
Bc Firm IAR Count
6
Custodian Candidates
Full
E*trade4
Northern Trust2
Edgar Addresses
Mailing
CONTRARIAN CAPITAL MANAGEMENT, L.L.C.411 WEST PUTNAM AVENUE, SUITE 425GREENWICH, CT 06830
Business
CONTRARIAN CAPITAL MANAGEMENT, L.L.C.411 WEST PUTNAM AVENUE, SUITE 425GREENWICH, CT 06830
Edgar EIN
000000000
Edgar Recent Filings
D/A2020-12-31 · 0000919574-20-007721
D/A2020-01-03 · 0000919574-20-000060
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-19T10:13:38Z
Rdap Domain Last Changed
2022-10-03T21:16:23Z
Rdap Nameservers
Ns65.domaincontrol.comNs66.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (6)

6
BYRON, ROBERT GORDON
IAR · Executive Officer · 2.5%
1360739
Ashley P Anderson Caldis
IAR
7851893
Hannah Marie Macsata
IAR
8010498
STACY CATHERINE STRANGE
IAR
6595823
PETER STELIAN
IAR
2908950
JUSTIN BARNABY YAGERMAN
IAR
4446218