Manager · Vista Point Asset Management LLC
Keely R. Shearer
CRD 5943704 · Named on Form ADV at one SEC-registered adviser
At a glance
Vista Point Asset Management LLC, an SEC-registered asset manager based in Irvine, CA with $0 in regulatory assets, lists Keely R. Shearer on its Form ADV as Manager, a control person.
Firms and roles
- Vista Point Asset Management LLCManagerAsset manager · Irvine, CA · $0M in regulatory assets
AtlasMembers
Keely’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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Colleagues named on the same filings
- William S. AshmoreChief Executive Officer and Manager, Vista Point Asset Management LLC
- James P. MalloyChief Operating Officer and Manager, Vista Point Asset Management LLC
- Paul D. LiconChief Financial Officer, Vista Point Asset Management LLC
- Raulin K. VillegasChief Compliance Officer, Vista Point Asset Management LLC
- Stephen C. WichmannSecretary, Vista Point Asset Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Keely’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.