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Chief Executive Officer, President · Vistashares

Adam S. Patti

CRD 2263967 · Named on Form ADV at one SEC-registered adviser

At a glance

Vistashares, an SEC-registered asset manager with $984 million in regulatory assets, lists Adam S. Patti on its Form ADV as Chief Executive Officer, President, a control person.

Firms and roles

  • VistasharesChief Executive Officer, PresidentAsset manager · United States · $984M in regulatory assets

AtlasMembers

Adam’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.