Vista Analytics, LLC (Sugar Land)

Name: Vista Analytics, LLC
Address: One Sugar Creek Center Blvd., Sugar Land, TX, 77478
Telephone: 281-491-1818

Vista Analytics, LLC is a large advisory firm based in Sugar Land. It manages $753.9 million of regulatory assets for 2,737 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Arizona, California, and 26 other states.

Vista Analytics provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Vista Analytics: assets under management

The assets under management (AUM) of Vista Analytics, LLC is $753.9 million. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $662.75 million in discretionary accounts and $91.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $293.77 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $189.51 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vista Analytics, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Vista Analytics, LLC

Scott Andrew Mackillop has been acting as President since 1 Sep 2004. Randall Dwayne Whitehead joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrew Austin Page	Chief operating officer / chief compliance officer	1 Sep 1997	Other	2813050
Timothy Glenn Dixon	Shareholder	1 Sep 1997	Other	4871209
Christopher David St. Laurent	Shareholder	1 Sep 1997	Other	2609073
L.P. U.S. Fiduciary	Owner	1 Apr 2004	50% - 75%	86-1087044
Steven Jay Graubart	Chief executive officer	1 Apr 2004	Other	4641822
Scott Andrew Mackillop	President	1 Sep 2004	Other	2239819
Matthew Mark Reynolds	Chief compliance officer	1 May 2005	Other	4077413
Randall Dwayne Whitehead	Chief operating officer	1 Mar 2006	Other	859334

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Steven Jay Graubart	Chief executive officer / president	1 Oct 2003	75% - 100%	4641822

Based in Sugar Land

The principal office where Vista Analytics, LLC performs its advisory services is located at One Sugar Creek Center Blvd., Sugar Land, TX 77478, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 281-491-1818 or by fax 281-491-4848. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.usfiduciary.com.