Vista Equity Partners Management, LLC

RIASEC RegisteredEst. 2012
Total AUM
$106B
Discretionary
$105B
99% of AUM
Avg account
$828M
Accounts
128
Employees
643
Advisory reps
17

Firm details

Headquarters
San Francisco, California
CRD number
156973
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Vista Equity Partners Management, LLC is a limited liability company that operates as a multi-strategy investment manager with both private equity and hedge fund activity. The firm has been SEC-registered since 2012 and serves primarily institutional clients. Its fee arrangements combine percentage-of-assets and performance-based components. Operationally, Vista acts as a sponsor and general partner for pooled vehicles, provides portfolio management for those pooled investment vehicles, and has business roles consistent with CPO/CTA activity. The firm identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Robert Smith

    Robert Smith

    Founder and CEOCRD 2529114

  • Gwen Reinke

    Gwen Reinke

    Chief Compliance Officer and Senior Managing DirectorCRD 1554503

  • Alan Schwartz

    Chief Legal OfficerCRD 5910457

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Contacts

3 of 12
  • Christina Lema

    Christina Lema

    Managing DirectorCRD 6175509

  • David Breach

    David Breach

    PresidentCRD 6441280

  • Suzanne Donohoe

    Suzanne Donohoe

    Senior Managing DirectorCRD 2198609

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
4 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth