VISTA PRIVATE WEALTH PARTNERS. LLC

HTTPS://WWW.DENVERPWM.COM DENVER, CO Investment Advisor How do I update this listing?

Also known as:

  • FFEC ADVISORY GROUP LLC

Vista Private Wealth Partners. is based out of Denver. Vista Private Wealth Partners. is a large advisory firm with 526 clients and discretionary assets under management (AUM) of $268,032,515 (Form ADV from 2019-01-11). Their last reported 13F filing for Q2 2019 included $156,874,000 in managed 13F securities and a top 10 holdings concentration of 58.24%. Vista Private Wealth Partners.'s largest holding is Schwab U.S. Large-Cap Growth ETF with shares held of 179,684. Whalewisdom has at least 7 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $156.874 Million
  • Prior Market Value $153.09 Million
  • New Purchases9 stocks
  • Additional Purchases42 stocks
  • Sold out of10 stocks
  • Reduced holdings in16 stocks
  • Top 10 Holdings % 58.24 %
  • Turnover % [1]:27.54%
  • Turnover Alt % [2]: 10.09 %
  • Time Held Top20:2.15 quarters
  • Time Held Top10:2.70 quarters
  • Time Held All:2.41 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.22%
Performance Last 4 Quarters: 1.13%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

VISTA PRIVATE WEALTH PARTNERS LLC
2000 SOUTH COLORADO BOULEVARD TOWER ONE SUITE 3700
DENVER CO    80222
Country: United States

Business Phone: 720-354-3850
Fax: 720-354-3854
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CO
Number of employees: 9
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities:
Total Number of Clients: 526
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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VISTA PRIVATE WEALTH PARTNERS LLC

ownership team - last updated 2019-01-11
Name Title Start Date Direct/Indirect % Ownership
SNOW, DARIN, MICHAEL MEMBER 01/01/2019 Direct 75% or more
Fund Name Position direct/indirect start date end date
SPICER, ROBERT A MANAGING PARTNER direct 2014-03-01
FFEC ADVISORY GROUP LLC MANAGING PARTNER OF DENVER PWM direct 2014-03-01
LEVINE, MARK, DAVID MEMBER, CCO 01/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
VISTA PRIVATE WEALTH PARTNERS LLC MEMBER, CCO direct 2019-01-01

VISTA PRIVATE WEALTH PARTNERS LLC

ownership team - last updated 2018-11-30
Name Title Start Date Direct/Indirect % Ownership
SPICER, ROBERT, ANTHONY MANAGING MEMBER/PRESIDENT/CCO 03/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
SPICER, ROBERT A PRESIDENT direct 2014-03-01
FFEC ADVISORY GROUP LLC MANAGING MEMBER/PRESIDENT direct 2014-03-01

VISTA PRIVATE WEALTH PARTNERS LLC

ownership team - last updated 2017-11-07
Name Title Start Date Direct/Indirect % Ownership
SPICER, ROBERT, ANTHONY MANAGING MEMBER/PRESIDENT/CCO 03/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
SPICER, ROBERT A PRESIDENT direct 2014-03-01
FFEC ADVISORY GROUP LLC MANAGING MEMBER/PRESIDENT direct 2014-03-01

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