{"url":"https://nivawealth.com/firms/the-vistria-group-167045","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/167045","regulatoryAum":13987698223,"crd":"167045","secFileNumber":"801-77790","legalName":"The Vistria Group, LP","displayName":"The Vistria Group","website":null,"linkedinUrl":"https://www.linkedin.com/company/the-vistria-group/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"300 E. Randolph ST., Suite 3850","city":"Chicago","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60601"},"tradeNames":[],"registration":{"secApproved":"10 April 2013","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":107,"advisory":64,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":13987698223,"discretionaryAccounts":23,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":23,"regulatoryAum":13987698223}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"The Vistria Group has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Harreld Kirkpatrick III","title":"Co-Chief Executive Officer, Limited Partner of the Registrant","crd":"6015589"},{"name":"Martin Nesbitt","title":"Co-Chief Executive Officer, Limited Partner of the Registrant","crd":"6175055"},{"name":"Jesse Ruiz","title":"Chief Compliance Officer/General Counsel/Partner","crd":"7445109"},{"name":"Pritpal Aujla","title":"Chief Administrative Officer & Group CFO","crd":"5773822"}],"ownership":[{"label":"Voyager Holdings 1, LP","detail":"Limited partner of the registrant in the 75% or more ownership band and a control person, since November 2022."},{"label":"Martin Nesbitt","detail":"Indirect owner: a member of MN Voyager, LLC in the 75% or more band and a control person, since August 2022.","parent":"MN Voyager, LLC"},{"label":"Voyager Group Feeder, LP","detail":"Indirect owner: a limited partner of Voyager Holdings 1, LP in the 75% or more band and a control person, since November 2022.","parent":"Voyager Holdings 1, LP"},{"label":"Voyager Founders Feeder 1, LP","detail":"Indirect owner: a limited partner of Voyager Group Feeder, LP in the 75% or more band and a control person, since November 2022.","parent":"Voyager Group Feeder, LP"},{"label":"The Vistria Group, LLC","detail":"Indirect owner: general partner of Voyager Holdings 1, LP and a control person, since November 2022.","parent":"Voyager Holdings 1, LP"},{"label":"KS 528 Culpepper, LLC","detail":"Indirect owner: a limited partner of Voyager Founders Feeder 1, LP in the 50% to 75% band and a control person, since November 2022.","parent":"Voyager Founders Feeder 1, LP"},{"label":"MN Voyager, LLC","detail":"Indirect owner: a limited partner of Voyager Founders Feeder 1, LP in the 50% to 75% band and a control person, since November 2022.","parent":"Voyager Founders Feeder 1, LP"},{"label":"Harreld N. Kirkpatrick, III Declaration of Trust","detail":"Indirect owner: a member of KS 528 Culpepper, LLC in the 75% or more band and a control person, since October 2022.","parent":"KS 528 Culpepper, LLC"},{"label":"Harreld Kirkpatrick III","detail":"Indirect owner: trustee of Harreld N. Kirkpatrick, III Declaration of Trust and a control person, since June 2000.","parent":"Harreld N. Kirkpatrick, III Declaration of Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"300 E. Randolph ST., Suite 3850","city":"Chicago","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"175 Greenwich ST","city":"New York"}]},{"state":"Texas","offices":1,"addresses":[{"street":"4001 Maple Ave","city":"Dallas"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"312-626-1100","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":17},"sources":{"adv1FilingDate":"22 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/167045/PDF/167045.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does The Vistria Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Vistria Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does The Vistria Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Vistria Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Vistria Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}