SourcingSourcing

VISTASHARES ADVISORS LLC

C27
CRD 331812·SEC 801-130962
AUM
$984.0M
$500M-$1B
Est. Revenue
$9.8M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$23.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VISTASHARES ADVISORS LLC
CRD
331812
SEC file #
801-130962
EIN
454779500
DBA names
Vistashares

Economics

AUM
$984.0M
AUM band
$500M-$1B
AUM trajectory
'25'26
$4.8M → $984.0M▲ +20234%
Client mix
Investment Companies9

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
3 advisors → 6 advisors▲ +100%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
vistashares.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VISTASHARES LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
VISTASHARES LLC
HUTTON, CHRISTOPHER, JAMES
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
VISTASHARES.COM
Rdap Domain Creation Date
2019-09-12T12:34:16Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
10,259
Form 5500 Compensation Trajectory 3y
202510,259
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
10,259
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001600064
Edgar Registered
Yes
Edgar Filing Count
48
Edgar First Filing Date
2014-02-27
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
32
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0002000324-26-001933
Edgar Form D Count
2
Edgar Form D Offerings
2022-07-112022-07-11 · 0001387131-22-007579
2014-02-272014-02-27 · 0001600064-14-000002
Edgar Former Names
Toroso Investments, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (15)

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
E*trade4
Edgar Addresses
Mailing
234 WEST FLORIDA STREETSUITE 700MILWAUKEE, WI 53204
Business
234 WEST FLORIDA STREETSUITE 700MILWAUKEE, WI 53204
Edgar EIN
454779500
Edgar Recent Filings
13F-HR2026-05-15 · 0002000324-26-001933
13F-HR2026-02-13 · 0001600064-26-000002
Firm Has Custody
No
Rdap Domain Expiration Date
2027-09-12T12:34:16Z
Rdap Domain Last Changed
2025-09-12T19:00:12Z
Rdap Nameservers
Ns35.domaincontrol.comNs36.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
HUTTON, CHRISTOPHER, JAMES
Executive Officer · 2.5%
7956588
ADAM SCOTT PATTI
Executive Officer · 2.5%
2263967
MCDEVITT, JOHN, THOMAS
Executive Officer · 2.5%
5234258