Vistashares Advisors Llc
- Regulatory AUM
- $984M
- Discretionary
- $984M
- Clients
- 9
- Avg AUM / client
- $109M
- Accounts
- 9
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 9 | $984M | 100.0% |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bousta, Karim, Mehdi | Manager, Secretary And Managing Director | Jan 2020 (7y) | GP / trustee / elected manager of Dvx Ventures Llc (indirect) | |
| Vogel, Henry, Michael | Manager, Treasurer And Managing Director | Jan 2020 (7y) | GP / trustee / elected manager of Dvx Ventures Llc (indirect) | |
| Peeler, David, Randolph | Manager | Aug 2020 (6y) | GP / trustee / elected manager of Dvx Ventures Llc (indirect) | |
| Mitic, Kathleen, Carol | Manager | Sep 2020 (6y) | GP / trustee / elected manager of Dvx Ventures Llc (indirect) | |
| Srivats, Ganesh, Krishnaswamy | Manager | Feb 2021 (6y) | GP / trustee / elected manager of Dvx Ventures Llc (indirect) | |
| Hutton, Christopher, James | Chief Financial Officer, Secretary, Treasurer | Jun 2024 (2y) | Less than 5% | |
| Mcdevitt, John, Thomas | Chief Compliance Officer | Jun 2024 (2y) | Less than 5% | |
| Mcneill, Jonathan, Mark | Manager, President | Jun 2024 (2y) | GP / trustee / elected manager of Vistashares Llc (indirect) | |
| Patti, Adam, Scott | Chief Executive Officer, President | Jun 2024 (2y) | ≈ 18.75% – 50% via Vistashares Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Vistashares Llc | Managing Member | Jun 2024 | A | 75% or more |
| Dvx Ventures Co. | Member | Jun 2024 | B | ≈ 56.25% – 100% via Vistashares Llc |
| Dvx Ventures Llc | Stockholder | Jun 2024 | B | ≈ 42.19% – 100% via Dvx Ventures Co. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Patti, Adam, Scott: 25% – 50% of Vistashares Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Dvx Ventures Co.: 75% – 100% of Vistashares Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Dvx Ventures Llc: 75% – 100% of Dvx Ventures Co. × 75% – 100% of Vistashares Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 901 KB | 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
- • Other fees
- • AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗