SourcingSourcing

THE VISTRIA GROUP, LP

C24
CRD 167045·SEC 801-77790·CHICAGO, IL
AUM
$13.99B
$1B+
Est. Revenue
$139.9M
@ 1% on AUM
Est. EBITDA
$42.0M
@ 30% margin
Est. Deal Value
$335.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE VISTRIA GROUP, LP
CRD
167045
SEC file #
801-77790
EIN
000000000
DBA names
—

Economics

AUM
$13.99B
AUM band
$1B+
AUM trajectory
'20'26
$1.62B → $13.99B▲ +762%
Client mix
Pooled Investment Vehicles23

Operations

Employees (total)
107
Advisory staff (per ADV)
64
Advisory staff (5-yr trend)
'20'26
21 advisors → 64 advisors▲ +205%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
vistria.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VOYAGER HOLDINGS 1, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
VOYAGER HOLDINGS 1, LP
AUJLA, PRITPAL, SINGH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VISTRIA.COM
Rdap Domain Creation Date
2003-09-16T13:10:56Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
Domain.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001771712
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2019-03-29
Edgar Last Filing Date
2020-02-11
Edgar Form D Count
2
Edgar Form D Offerings
2020-02-112020-02-11 · 0001771712-20-000001
2019-03-292019-03-29 · 0001771712-19-000001

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
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan33
E*trade4
Morgan Stanley3
Northern Trust2
Edgar Addresses
Mailing
C/O THE VISTRIA GROUP, LP300 E. RANDOLPH ST., SUITE 3850CHICAGO, IL 60601
Business
C/O THE VISTRIA GROUP, LP300 E. RANDOLPH ST., SUITE 3850CHICAGO, IL 60601
Edgar EIN
000000000
Edgar Recent Filings
D/A2020-02-11 · 0001771712-20-000001
D2019-03-29 · 0001771712-19-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-16T13:10:56Z
Rdap Domain Last Changed
2025-06-24T18:08:08Z
Rdap Nameservers
Marjory.ns.cloudflare.comPeyton.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (4)

4
AUJLA, PRITPAL, SINGH
Executive Officer · 2.5%
5773822
KIRKPATRICK III, HARRELD,
Executive Officer · 2.5%
6015589
NESBITT, MARTIN, HUGHES
Executive Officer · 2.5%
6175055
RUIZ, JESSE, HUMBERTO
Executive Officer · 2.5%
7445109