Blue Vista Capital, Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.6B
- Clients
- 21
- Avg AUM / client
- $90.0M
- Accounts
- 21
- Employees
- 60
AUM over time
Annual snapshots from Form ADV filings · as of May 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 21 | $1.9B | 100.0% |
Private funds (23)
View all →Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $1.9B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Blue Vista Real Estate Partners V, L.P. | Real Estate Fund | Delaware | $442M | 115 |
| Blue Vista Student Housing Select Strategies Fund, L.P. | Real Estate Fund | Delaware | $263M | 10 |
| Ucc Chicago Acquisition Llc | Real Estate Fund | Delaware | $199M | 2 |
| Blue Vista Real Estate Partners Iv, L.P. | Real Estate Fund | Delaware | $183M | 66 |
| Blue Atlantic Acquisition Group Ii, Llc | Real Estate Fund | Delaware | $133M | 2 |
| Blue Vista Real Estate Partners V C, Llc | Real Estate Fund | Delaware | $87.6M | 115 |
| Blue Vista Finance, L.P. | Real Estate Fund | Delaware | $79.6M | 3 |
| Blue Vista Real Estate Partners Vi, L.P. | Real Estate Fund | Delaware | $75.4M | 22 |
| Blue Vista Real Estate Partners Vi (Te), L.P. | Real Estate Fund | Delaware | $75.4M | 22 |
| Blue Vista City Select Fund, Lp | Real Estate Fund | Delaware | $64.0M | 1 |
| Blue Vista Student Housing Fund Iii, L.P. | Real Estate Fund | Delaware | $63.9M | 5 |
| Bvshssf Boston Coi, L.P. | Real Estate Fund | Delaware | $54.5M | 2 |
| Ad Oz Gainesville, Llc | Real Estate Fund | Delaware | $39.4M | 40 |
| Blue Vista Student Housing Fund Iii C, Llc | Real Estate Fund | Delaware | $36.9M | 5 |
| Blue Vista Real Estate Partners Iv (Te), L.P. | Real Estate Fund | Delaware | $25.6M | 66 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Byron, Robert Gordon | Managing Principal | Mar 1998 (28y) | Less than 5% | |
| Stelian, Peter | Trustee | Mar 1998 (28y) | GP / trustee / elected manager of Peter Stelian Revocable Trust, Dated March 19, 1998 (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Peter Stelian Revocable Trust, Dated March 19, 1998 | Owner | Nov 2009 | A | 50% – 75% |
| Robert G. Byron Revocable Trust, Dated March 20, 1998 | Owner | Nov 2009 | A | 50% – 75% |
| Stelian, Peter | Managing Principal, Ceo And Cco | Mar 2003 | A | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (23, $1.9B gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/20/2026 | 5.89 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Bmo Global Asset Management $1.1B (43% of AUM) Oct 2024
- Truist Financial Corp $530M (21% of AUM) Oct 2024
- Wells Fargo $295M (12% of AUM) Oct 2024
- National Bank Of Commerce $295M (15% of AUM) Apr 2019
- Northern Trust $172M (7% of AUM) Oct 2024
- Private Bank Of Buckhead $115M (6% of AUM) Mar 2018
- Keybank National Association $64.0M (3% of AUM) Oct 2024
- Signature Bank Ny $63.9M (3% of AUM) Oct 2024
- Pnc Bank $825K (0% of AUM) Oct 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗