Blue Vista Capital, LLC

Blue Vista Capital, LLC, a Chicago-based investment adviser founded in 2003 by Robert G. Byron and Peter Stelian, primarily specializes in real estate equity and real estate-focused debt investments in the U.S. and Canada. The firm manages pooled investment vehicles and separately managed accounts for clients. Blue Vista's investment recommendations are made by an investment committee comprised of the founders. As of December 31, 2024, the firm had approximately $1.89 billion in assets under management, with a discretionary basis accounting for the majority of the assets. Blue Vista's fee structure includes management fees, carried interest allocations, and performance fees for its services. The firm may engage in principal transactions and cross trades with client consent, and related persons may invest in the funds. Blue Vista has a Code of Ethics in place and does not compensate for client referrals. The firm may have custody of client assets and provides discretionary investment management services based on client objectives and guidelines. Blue Vista does not deal with public securities with voting rights.