# Vista Investment Partners

Vista Investment Partners is a Bank / Wealth / Trust based in Oklahoma City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Oklahoma City, United States
- **Region:** North America
- **Address:** Oklahoma City, OK, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** vistainvestment.com
- **LinkedIn:** https://www.linkedin.com/company/orange-horizon-wealth

## Regulatory record

- **CRD number:** 286014
- **SEC file number:** 801-128904
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-22T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286014

## About

David Lewis established Vista Investment Partners in 2009, anchoring the firm in Oklahoma City. The firm provides asset management and financial planning services to individuals, families, and corporations. Its structure reflects a regional wealth manager operating across public and private markets, with a focus on constructing portfolios that incorporate real estate and credit instruments alongside traditional equity and fixed-income allocations. The firm pursues a multi-asset-class strategy, engaging in commercial real estate acquisition and management, direct private credit origination, and public-market portfolio construction. Its real estate activity spans income-producing properties in the central United States, while credit origination targets middle-market borrowers underserved by large national banks. The investment approach emphasizes cash-flow generation and long-term capital appreciation through direct ownership and negotiated debt positions. Vista Investment Partners operates from a single office in Oklahoma City, keeping the team lean. The firm has not publicly disclosed total assets under management or headcount. It does not appear to maintain adjacent philanthropic foundations or branded co-investment vehicles. The governance structure places investment authority with David Lewis as CEO, consistent with the owner-operator model common among regional wealth managers. The firm's structural differentiator lies in geography. By operating in Oklahoma City rather than a major financial hub, Vista Investment Partners accesses deal flow — particularly in commercial real estate and private credit — where local relationships and market familiarity substitute for the auction processes that dominate coastal markets. This regional embeddedness shapes both sourcing and underwriting.

## Sectors

- Real Estate
- Private Credit

## People

- David Lewis — Chief Executive Officer

## Questions

### What asset classes does Vista Investment Partners allocate to?

The firm operates across commercial real estate, private credit, and public-market securities. Real estate targets income-producing properties in the central United States. Private credit activity focuses on middle-market direct lending. Public-market allocations include equities and fixed-income instruments within client portfolios.

### How does Vista Investment Partners source real estate and credit opportunities?

The firm sources commercial real estate and private credit opportunities through regional networks in the central United States. Its Oklahoma City location provides access to off-market and lightly marketed transactions that bypass the institutional auction processes typical of coastal gateway markets, a sourcing advantage tied directly to local relationships and market knowledge.

## Related profiles

- [Vista Financial Advisors](https://altss.com/profile/vista-financial-advisors)
- [Vistaar Technologies](https://altss.com/profile/vistaar-technologies)

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Last updated: 2026-06-03T20:00:00.000Z

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