Vista Equity Partners Capital Markets, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
69
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
332887
Registered since
June 6, 2025

Firm profile

FINTRX

Overview

Vista Equity Partners Capital Markets, LLC is organized as a limited liability company. Available registry details classify the firm as "Unclassified" and indicate ownership ties to both domestic entities and individuals. Public-facing information about the firm's target clients, fee arrangements and day-to-day advisory activities is sparse, so its business model and client segmentation are not clearly documented in the source data. The firm is not identified as a capital allocator and is flagged as not being an active ESG investor. It is not listed as a multi-state adviser, not newly formed, and is not described as a pension consultant or a related adviser in the provided records.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Juliet Zawedde

    Juliet Zawedde

    SVP & Chief Product OfficerCRD 5936448

  • Veronica Richey

    Veronica Richey

    Chief Compliance OfficerCRD 6286548

Contacts

3 of 67
  • Charles Duvall

    Charles Duvall

    Managing DirectorCRD 5797217

  • Gregg Bakalar

    Gregg Bakalar

    Vice PresidentCRD 6216785

  • Jessica Kriewald

    Jessica Kriewald

    FinOpCRD 7052634

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
50 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth