THE VISTRIA GROUP, LP

300 E. Randolph St.
Suite 3850
Chicago, Illinois 60601
Tel: 312-626-1100

About THE VISTRIA GROUP, LP

THE VISTRIA GROUP, LP, formally registered with the SEC as THE VISTRIA GROUP, LP. The firm was established in 04/10/2013. They have over 3 offices throughout the country.

THE VISTRIA GROUP, LP is a Chicago, Illinois based Financial Planning firm with nearly $9,649,682,081 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 80 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167045
SEC#	801-77790
Assets Managed by Firm	$9,649,682,081
No. of Clients	14
No. of Advisors	80

Fee Structure

A percentage of AUM
Performance Based
Other (CARRIED INTEREST)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	14	$9,649,682,081

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