Investment adviser · CRD 127001

BLUE VISTA CAPITAL, LLC

Investment adviser filing (IA)

CHICAGO, IL, United States · Form ADV filed May 20, 2026

Regulatory AUM
$1.89B
Form ADV · Item 5.F
Client accounts
21
Accounts, not individual clients
Employees
60
Reported in this filing
Advisory professionals
40
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles21$1,889,498,840100.0%
Filing source

Form ADV 2106126 · May 20, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

36 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

UCC CHICAGO ACQUISITION LLCReal Estate Fund · Last reported Oct 24, 2024$199MGross asset value
Auditor PRICEWATERHOUSECOOPERS LLP CHICAGO, Illinois, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Fund details & source
Fund ID
805-5604920383
Reported beneficial owners
2
Minimum commitment
$0

Form ADV 1908151 · Oct 24, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BLUE ATLANTIC ACQUISITION GROUP II, LLCReal Estate Fund · Last reported Oct 24, 2024$133MGross asset value
Custodian NORTHERN TRUST CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3921013692
Reported beneficial owners
2
Minimum commitment
$0

Form ADV 1908151 · Oct 24, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BLUE VISTA SPONSOR EQUITY FUND III, LLCReal Estate Fund · Last reported Sep 4, 2013$48.6MGross asset value
Auditor KPMG LLP CHICAGO, Illinois, United States
Custodian PNC CLEVELAND, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1862933936
Reported beneficial owners
9
Minimum commitment
$1M
Form D file number
021-168234

Form ADV 754112 · Sep 4, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BVSHSSF PE MEMBER, LPReal Estate Fund · Last reported Dec 26, 2025$30MGross asset value

Form D fundraising filings

BVSHSSF PE MEMBER, LP

Auditor KPMG, LLP CHICAGO, Illinois, United States
Custodian TRUIST BANK CHARLOTTE, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG, LLP
PCAOB 185

Fund details & source
Fund ID
805-7068127595
Reported beneficial owners
2
Minimum commitment
$100K
Form D file number
021-397702

Form ADV 2035982 · Dec 26, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BV MEMBER OZ GAINESVILLE, LLCReal Estate Fund · Last reported Oct 24, 2024$1.18MGross asset value
Auditor BAKER TILLY US, LLP CHICAGO, Illinois, United States
Custodian NORTHERN TRUST CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BAKER TILLY US, LLP
PCAOB 23

Fund details & source
Fund ID
805-7412855802
Reported beneficial owners
2
Minimum commitment
$0

Form ADV 1908151 · Oct 24, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BLUE VISTA SPONSOR EQUITY FUND III, L.P.Real Estate Fund · Last reported Oct 24, 2024$825KGross asset value

Form D fundraising filings

Blue Vista Sponsor Equity Fund III, L.P.

Auditor KPMG LLP CHICAGO, Illinois, United States
Custodian PNC CLEVELAND, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 185

Fund details & source
Fund ID
805-2582228241
Reported beneficial owners
15
Minimum commitment
$1M
Form D file number
021-168234

Form ADV 1908151 · Oct 24, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BLUE VISTA SPONSOR EQUITY FUND II, LLCReal Estate Fund · Last reported Jan 19, 2022$415KGross asset value
Auditor KPMG LLP CHICAGO, Illinois, United States
Custodian NORTHERN TRUST CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 185

Fund details & source
Fund ID
805-1867698145
Reported beneficial owners
23
Minimum commitment
$1M
Form D file number
021-100469

Form ADV 1593321 · Jan 19, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 20, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

353 N. CLARK ST., SUITE 730
CHICAGO, IL, 60654-3453, United States

CRD 127001

Filing source

Form ADV 2106126 · May 20, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.