Vista Equity Partners Management, LLC

Vista Equity Partners Management, LLC (CRD# 156973) is a financial advisory firm headquartered in San Francisco, CA. They manage $100,968,246,570 in 109 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
Four Embarcadero Center, 20th Floor, San Francisco, CA 94111
https://www.instagram.com/vistaequitypartners/
By the Numbers
  • Total Assets Under Management
    100,968
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $926,314,189
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, TX

Financial Advisors at Vista Equity Partners Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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