The Vistria Group, LP
Chicago, IL·SEC-registered · CRD #167045
The Vistria Group, LP is an SEC-registered investment advisory firm in Chicago, IL managing $14B across 23 client accounts, with 64 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$14B
Client accounts
23
Advisory staff
64
Fee model
Fee-only
How The Vistria Group, LP is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about The Vistria Group, LP
How much does The Vistria Group, LP manage?
Per its most recent SEC Form ADV filing (05/22/2026), The Vistria Group, LP reports $14B in regulatory assets under management across roughly 23 client accounts.
How does The Vistria Group, LP charge?
The Vistria Group, LP is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is The Vistria Group, LP a fiduciary?
Yes. The Vistria Group, LP is registered with the U.S. Securities and Exchange Commission (CRD #167045), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is The Vistria Group, LP taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks The Vistria Group, LP and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Chicago, IL
Profile compiled from The Vistria Group, LP's public SEC Form ADV filing (CRD #167045, filed 05/22/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of The Vistria Group, LP. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with The Vistria Group, LP? Claim this profile.