CCO and Managing Partner · Vistamark Investments
Matthew R. Rice
CRD 2946351 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Vistamark Investments, an SEC-registered asset manager based in Hinsdale, IL with $322 million in regulatory assets, lists Matthew R. Rice on its Form ADV as CCO and Managing Partner, a control person. The SEC filings also name Matthew at 1 other registered adviser.
Firms and roles
- Vistamark InvestmentsCCO and Managing PartnerAsset manager · Hinsdale, IL · $322M in regulatory assets
- Goldstone Financial Group, LLCChief Investment OfficerWealth manager · Oakbrook Terrace, IL · $1.1B in regulatory assets
AtlasMembers
Matthew’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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Sean P. McEvillyManaging Partner, Vistamark Investments
- William SeyfarthPartner, Vistamark Investments
- Jessica B DeboldPresident, Goldstone Financial Group, LLC
- Anthony PellegrinoOwner/managing Member, Goldstone Financial Group, LLC
- Brian R. KorienekMinority Owner, Goldstone Financial Group, LLC
2 more people named with Matthew on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.