Vista Equity Partners Capital Markets, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 332887
- Registered since
- June 6, 2025
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Juliet Zawedde
SVP & Chief Product OfficerCRD 5936448

Veronica Richey
Chief Compliance OfficerCRD 6286548
Contacts
3 of 67Charles Duvall
Managing DirectorCRD 5797217

Gregg Bakalar
Vice PresidentCRD 6216785

Jessica Kriewald
FinOpCRD 7052634
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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