Tech stack
No one at Blue Vista Capital, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
B
Bmo Global Asset Management
Per Form ADV · $1.1B held · filed Oct 2024
T
Truist Financial Corporation
Per Form ADV · $530M held · filed Oct 2024
Wells Fargo
Per Form ADV · $295M held · filed Oct 2024
Northern Trust
Per Form ADV · $172M held · filed Oct 2024
K
Keybank
Per Form ADV · $64M held · filed Oct 2024
S
Signature Bank
Per Form ADV · $64M held · filed Oct 2024
P
Pnc Bank
Per Form ADV · $825K held · filed Oct 2024