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

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Overview

Vista Equity Partners Management, LLC is a privately organized investment manager that operates primarily as a sponsor and operator of pooled investment vehicles. The firm is structured as an LLC and has been SEC-registered since 2012. Its business model blends private equity strategy with multifaceted fund management and hedge fund activity; it acts as a CPO/CTA and provides portfolio management for pooled vehicles. Clients are institutional, and the firm charges a combination of AUM-based and performance fees. Vista reports being an active ESG investor and maintains affiliations consistent with sponsor/GP activity, including broker-dealer relationships and other adviser roles.

Assets & Accounts

Public Holdings

Investments & Alternatives

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
  • GWEN REINKE

    Chief Compliance Officer and Senior Managing DirectorCRD 1554503

  • ROBERT SMITH

    Founder and CEOCRD 2529114

  • ALAN SCHWARTZ

    Chief Legal OfficerCRD 5910457

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Contacts

3 of 12
  • JAMES HICKEY

    Senior Managing DirectorCRD 1196501

  • Martin Taylor

    Senior Managing Director and Co-HeadCRD 7755157

  • MICHAEL FOSNAUGH

    Senior Managing DirectorCRD 4568541

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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