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Vista Bank

Private fund custodian · 28 private funds on SEC Form ADV

Advisers' Form ADV filings name Vista Bank as custodian to 28 private funds. It ranks No. 240 of 842 custodians by number of private funds served.

Rankings

Funds served, by type

  • Private equity funds24
  • Hedge funds2
  • Real estate funds2

Where its clients are

State of the funds' U.S. advisers.

  • Texas21
  • Florida4
  • New York1

Where the funds are organized

  • United States28

Private funds that name Vista Bank (11 listed here)

Fund
Gross assets
Minimum
Owners
Adviser
FC Miramar LLC
Delaware, United StatesPrivate equity fund
Gross assets$38.5M
MinimumNone set
Owners3
AdviserForman Capital, LLC
FC Forte LLC
Delaware, United StatesPrivate equity fund
Gross assets$9.3M
MinimumNone set
Owners32
AdviserForman Capital, LLC
Westwood Hospitality Fund LLC
Delaware, United StatesReal estate fund
Gross assets$5.7M
Minimum$250K
Owners19
AdviserWestwood Wealth Management
FC Lifestar Bh LLC
Delaware, United StatesPrivate equity fund
Gross assets$5.5M
MinimumNone set
Owners31
AdviserForman Capital, LLC
Ancor Pledge Fund XVIII, LLC
Delaware, United StatesPrivate equity fund
Gross assets$4.8M
Minimum$25K
Owners9
AdviserAncor Capital Partners
FC Castlewood Pref LLC
Delaware, United StatesPrivate equity fund
Gross assets$3.1M
MinimumNone set
Owners3
AdviserForman Capital, LLC
PMA Industries 2022, LLC
Delaware, United StatesPrivate equity fund
Gross assets$1.8M
Minimum$25K
Owners8
AdviserAncor Capital Partners
Westwood Technology Opportuntities Fund I, LP
Delaware, United StatesPrivate equity fund
Gross assets$1.7M
Minimum$250K
Owners10
AdviserWestwood Wealth Management
Westwood Legalist Dip Fund III, LLC
Delaware, United StatesPrivate equity fund
Gross assets$1.5M
Minimum$100K
Owners6
AdviserWestwood Wealth Management
Westwood Velocis Industrial Fund, LLC
Delaware, United StatesPrivate equity fund
Gross assets$1.3M
Minimum$50K
Owners7
AdviserWestwood Wealth Management
Westwood Velocis Fund III, LLC
Delaware, United StatesPrivate equity fund
Gross assets$953K
Minimum$100K
Owners7
AdviserWestwood Wealth Management

17 more funds name Vista Bank: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.

Names as filed

Vista Bank

From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.