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New Vista LLC (New York)


New Vista LLC is a pension cosultant based in New York. It manages $1.47 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

New Vista provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

New Vista: assets under management

The assets under management (AUM) of New Vista LLC is $1.47 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $1.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $244.39 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay New Vista LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Michael Stevenson Powlen Trustee 1 Jan 1999 25% - 50% 4374202
Ari Bergmann Revocable Trust Member 1 Mar 1999 50% - 75% 13-7186944

Based in New York

The principal office where New Vista LLC performs its advisory services is located at 546 Fifth Ave 19 Th Fl, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-391-1818 or by fax 212-391-4323. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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