Clients
The Vistria Group serves 23 clients. The average client has about $608 million with the firm.
- Pooled investment vehicles23 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 23 | $13,987,698,223 | 100.0% | $608.2M |
| Total | 23 | $13,987,698,223 | 100% | $608.2M |
- Clients
- 23
- Regulatory AUM
- $13,987,698,223
- Share
- 100.0%
- Avg. per client
- $608.2M
Total
- Clients
- 23
- Regulatory AUM
- $13,987,698,223
- Share
- 100%
- Avg. per client
- $608.2M
What it does
The Vistria Group provides portfolio management for pooled vehicles. It is paid through a percentage of assets, performance-based fees and other arrangements.
The Vistria Group advises 17 private funds.
100.0% of assets ($13.99B across 23 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
The Vistria Group has custody of client assets.
- All other custodians$13.99B100%
Ownership and leadership
Voyager Holdings 1, LP owns 75% or more of The Vistria Group, and Harreld Kirkpatrick III is its CEO.
- Owns 75% or more of The Vistria Group, LP
Voyager Holdings 1, LP
Control person · since November 2022
- Owns 75% or more of Voyager Holdings 1, LP
Voyager Group Feeder, LP
Control person · since November 2022
- Owns 75% or more of Voyager Group Feeder, LP
Voyager Founders Feeder 1, LP
Control person · since November 2022
- Owns 50% to 75% of Voyager Founders Feeder 1, LP
KS 528 Culpepper, LLC
Control person · since November 2022
- Owns 75% or more of KS 528 Culpepper, LLC
Harreld N. Kirkpatrick, III Declaration of Trust
Control person · since October 2022
Harreld Kirkpatrick III
Trustee · Control person · since June 2000
- Owns 50% to 75% of Voyager Founders Feeder 1, LP
MN Voyager, LLC
Control person · since November 2022
- Owns 75% or more of MN Voyager, LLC
Martin Nesbitt
Control person · since August 2022
The Vistria Group, LLC
General partner · Control person · since November 2022
Leadership
- Harreld Kirkpatrick IIICo-Chief Executive Officer, Limited Partner of the Registrant
- Martin NesbittCo-Chief Executive Officer, Limited Partner of the Registrant
- Jesse RuizChief Compliance Officer/General Counsel/Partner
- Pritpal AujlaChief Administrative Officer & Group CFO
Staff
- 107 employees
- 64 in advisory functions
Fees
The Vistria Group is paid through a percentage of assets under management, performance-based fees and other.
The Vistria Group’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, The Vistria Group has 2 offices, with 3 listed addresses across 3 states.
Illinois · 1 listed address
- 300 E. Randolph ST., Suite 3850, ChicagoHQ
New York · 1 listed address
- 175 Greenwich ST, New York
Texas · 1 listed address
- 4001 Maple Ave, Dallas
Registration details
- Legal name
- The Vistria Group, LP
- Headquarters
- 300 E. Randolph ST., Suite 3850, Chicago, IL 60601
- Phone
- 312-626-1100
- Website
- Not reported
- SEC file
- 801-77790
- Structure
- Delaware limited partnership
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does The Vistria Group have?
The Vistria Group has 23 clients and manages $14 billion for them, as of May 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 May 2026
What services does The Vistria Group offer?
The Vistria Group provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does The Vistria Group have?
The Vistria Group has 0 investment adviser representatives registered with state securities authorities, out of 107 employees, and 64 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns The Vistria Group?
The Vistria Group is owned through a chain of holding companies by Martin Nesbitt. Its direct owner is Voyager Holdings 1, LP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 May 2026
How does The Vistria Group get paid?
The Vistria Group is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file