Data / Investment advisers / Oregon / Vista Capital Partners, Inc.
Vista Capital Partners, Inc., Portland, OR: $3.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Vista Capital Partners, Inc. is an SEC registered investment adviser with its main office in Portland, Oregon and reports $3.2 billion in regulatory assets under management in its Form ADV filed October 12, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
The request: Watch Vista Capital Partners, Inc. (CRD number 114913): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 114913
- SEC file number
- 801-60536
- SEC status
- Approved, effective August 31, 2001
- Main office
- 9755 SW Barnes Road Suite 595, Portland, OR 97225
- Phone
- (503) 772-9500
- Regulatory AUM
- $3,220,683,655 in the Form ADV filed October 12, 2026
- Discretionary AUM
- $3,220,683,655
- Accounts
- 3,380
- Employees
- 35, of which 20 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 450 | $2.24 billion |
| Individuals (other than high net worth individuals) | 201 | $773 million |
| Charitable organizations | 8 | $101.1 million |
| Corporations or other businesses | 4 | $92.1 million |
| Pension and profit sharing plans | 4 | $16.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.22 billion | March 27, 2026 |
| December 1, 2025 | $2.72 billion | April 28, 2025 |
Other advisers in Portland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Government Portfolio Advisors LLC | Portland | $35.09 billion | Not listed | adviserinfo.sec.gov |
| Stancorp Investment Advisers, Inc. | Portland | $34.50 billion | Not listed | adviserinfo.sec.gov |
| Ferguson Wellman Capital Management, Inc. | Portland | $10.66 billion | Not listed | adviserinfo.sec.gov |
| J.P. Morgan Natural Capital | Portland | $7.02 billion | 3 | adviserinfo.sec.gov |
| Becker Capital Management, Inc. | Portland | $5.73 billion | 1 | adviserinfo.sec.gov |
| M Holdings Securities, Inc. | Portland | $3.21 billion | Not listed | adviserinfo.sec.gov |
| Deschutes Investment Consulting, LLC | Portland | $2.89 billion | Not listed | adviserinfo.sec.gov |
| Multnomah Group, Inc. | Portland | $2.67 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Portland, OR
- Investment advisers in Oregon
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Vista Capital Partners, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.