Asset ManagerRIA · CRD 331812SEC-Registered

Updated:

VISTASHARES

VistaShares ETFs are actively managed by industry and investment leaders. The firm strives to deliver innovative investment solutions for today's investors,...

VISTASHARES

VistaShares ETFs are actively managed by industry and investment leaders. The firm strives to deliver innovative investment solutions for today's investors, helping them navigate evolving market opportunities with confidence. VistaShares offers distinct families of investment solutions including Target 15™ Options Income ETFs and Supercycle® Growth Equity ETFs with Pure Exposure™ to long-term technology-driven economic trends.

General information

Firm type

Asset Manager

Principals

Adam Patti

Chief Executive Officer

Jon McNeill

Co-Founder

Robert Whitelaw

Chief Investment Strategist

Chris Hutton

Chief Financial Officer

Michael Williamson

SVP, Business Development & National Accounts

David Fetherstonhaugh

EVP, Investment Strategist

Justin Lopas

Advisor to Investment Committee

Ian Cinnamon

Advisor to Investment Committee

Jay Pestrichelli

Portfolio Manager

John McDevitt

Chief Compliance Officer

Sector focus

U.S. defense procurement supply chain

Frequently asked questions

What investment strategies does VISTASHARES pursue?

VISTASHARES operates across three primary strategies: late-stage venture capital, structured private credit, and secondary market acquisitions. The venture strategy involves direct equity investments in technology companies approaching liquidity events, often through secondary share purchases. The credit practice provides non-dilutive debt financing to growth-stage companies. The secondary strategy acquires venture fund interests at discounts to reported net asset value, targeting portfolios with near-term realization potential.

How does VISTASHARES source its investment opportunities?

The firm relies on a proprietary sourcing network built through long-standing relationships with venture capital general partners, placement agents, and secondary market intermediaries. Rather than participating in broad auction processes, VISTASHARES targets transactions where information asymmetry or structural complexity reduces competition. This approach emphasizes bilateral negotiations and founder-led transactions over intermediated deal flow.

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