VISTA EQUITY PARTNERS MANAGEMENT, LLC
Latest filing: Mar 31, 2025 (100 days ago)
AUM
$100,078,504,276
-1% change vs. 1 year ago
3% change vs. 3 years ago
53% change vs. 5 years ago
539% change vs. 10 years ago
Employee Count
702
5% change vs. 1 year ago
40% change vs. 3 years ago
40% change vs. 5 years ago
562% change vs. 10 years ago
Main Office
SAN FRANCISCO, CA
FOUR EMBARCADERO CENTER, SAN FRANCISCO, CA, UNITED STATES, 94111
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $98.8 |
| Non-Discretionary | $1.2 |
| Total | $100.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $100.1 |
| Institutional | $0.0 |
| Total | $100.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| VISTA CREDIT PARTNERS, L.P. | $9.6 | 329152 | |
| VISTA CREDIT BDC MANAGEMENT, L.P. | $1.2 | 326611 | |
| VISTA EQUITY PARTNERS FUND VIII GP, L.P. | $0.0 | - | |
| VISTA CO-INVEST FUND 2022-2 GP, L.P. | $0.0 | - | |
| VEPF VIII CO-INVEST 1-A GP, L.P. | $0.0 | - | |
| VEPF VII CO-INVEST 2-C GP, L.P. | $0.0 | - | |
| VISTA FOUNDATION FUND I GP, LLC | $0.0 | - | |
| VISTA PLATFORM FUND I GP, L.P. | $0.0 | - | |
| VFF IV CO-INVEST 1 GP, L.P. | $0.0 | - | |
| VISTA EQUITY PARTNERS FUND VII GP, L.P. | $0.0 | - | |
| VISTA CO-INVEST FUND 2018-3 GP, L.P. | $0.0 | - | |
| VEPF VII CO-INVEST 3-A GP, L.P. | $0.0 | - | |
| VFF IV CO-INVEST 3-A GP, L.P. | $0.0 | - | |
| VEEF I CO-INVEST 1 GP, LTD. | $0.0 | - | |
| VFF III CO-INVEST 2 GP, LTD. | $0.0 | - | |
| VISTA FOUNDATION FUND II GP, LLC | $0.0 | - | |
| VISTA CO-INVEST FUND 2017-1 GP, L.P. | $0.0 | - | |
| VEP GROUP, LLC | $0.0 | - | |
| VEPF IV GP (CAYMAN), L.P. | $0.0 | - | |
| VEEF II CO-INVEST 4-A GP, L.P. | $0.0 | - | |
| VFF IV CO-INVEST 5-A GP, L.P. | $0.0 | - | |
| VFF IV CO-INVEST 4-A GP, L.P. | $0.0 | - | |
| VEEF II CO-INVEST 2-A GP, L.P. | $0.0 | - | |
| VEEF II CO-INVEST 3-A GP, L.P. | $0.0 | - | |
| VFF IV CO-INVEST 2 GP, L.P. | $0.0 | - | |
| VEPP GP, L.P. | $0.0 | - | |
| VISTA EQUITY PARTNERS FUND III GP, LLC | $0.0 | - | |
| VPS SPV I-A GP, LLC | $0.0 | - | |
| VEPF VII CO-INVEST 4-A GP, L.P. | $0.0 | - | |
| VISTA CO-INVEST FUND 2018-1 GP, L.P. | $0.0 | - | |
| VEPF VI CO-INVEST 1 GP, L.P. | $0.0 | - | |
| VISTA EQUITY ENDEAVOR FUND II GP, L.P. | $0.0 | - | |
| VFF IV CO-INVEST 2-A GP, L.P. | $0.0 | - | |
| VISTA CO-INVEST PROGRAM INTERNATIONAL FEEDER GP, LTD. | $0.0 | - | |
| VEPF V CO-INVEST 1 GP, LLC | $0.0 | - | |
| VISTA PUBLIC STRATEGIES FUND GP, LLC | $0.0 | - | |
| VISTA EQUITY PARTNERS FUND V GP, LLC | $0.0 | - | |
| VEPF VII CO-INVEST 1 GP, L.P. | $0.0 | - | |
| VFF IV CO-INVEST 6-A GP, L.P. | $0.0 | - | |
| VEPF V CO-INVEST 2 GP, LLC | $0.0 | - | |
| VEPP CO-INVEST 1-A GP, L.P. | $0.0 | - | |
| VEPF VII CO-INVEST 5-A GP, L.P. | $0.0 | - | |
| VFF II GP (CAYMAN), L.P. | $0.0 | - | |
| VISTA CO-INVEST FUND 2018-2 GP, L.P. | $0.0 | - | |
| VEPF V GP (CAYMAN), L.P. | $0.0 | - | |
| VEPF IVX GP, LTD. | $0.0 | - | |
| VEPF VI CO-INVEST 3-A GP, L.P. | $0.0 | - | |
| VEEF I CO-INVEST 1 GP, L.P. | $0.0 | - | |
| VISTA CO-INVEST FUND 2022-5 GP, L.P. | $0.0 | - | |
| VEEF II CO-INVEST 1-A GP, L.P. | $0.0 | - | |
| VISTA PUBLIC STRATEGIES ENDURANCE FUND GP, LLC | $0.0 | - | |
| VEPF VII CO INVEST 2 GP, LLC | $0.0 | - | |
| VEPF IV CO-INVEST 2 GP, LLC | $0.0 | - | |
| VISTA CO-INVEST FUND 2021-2 GP, L.P. | $0.0 | - | |
| VISTA CO-INVEST FUND 2017-3 GP, L.P. | $0.0 | - | |
| VEPF VII CO-INVEST 2 GP, L.P. | $0.0 | - | |
| VISTA CO-INVEST FUND 2020-2 GP, L.P. | $0.0 | - | |
| VISTA FOUNDATION FUND IV GP, L.P. | $0.0 | - | |
| VISTA EQUITY ENDEAVOR FUND I GP, L.P. | $0.0 | - | |
| VISTA EQUITY PARTNERS FUND IV GP, LLC | $0.0 | - | |
| VISTA CO-INVEST FUND 2023-1 GP, L.P. | $0.0 | - | |
| VISTA CO-INVEST FUND 2023-4 GP, L.P. | $0.0 | - | |
| VEPF VIII CO-INVEST 3-A GP, L.P. | $0.0 | - | |
| VISTA CO-INVEST FUND 2022-4 GP, L.P. | $0.0 | - | |
| VEPF VIII CO-INVEST 2-A GP, L.P. | $0.0 | - | |
| VFF IV CO-INVEST 7-A GP, L.P. | $0.0 | - | |
| VISTA PROSVASI GP, L.P. | $0.0 | - | |
| VISTA FOUNDATION FUND III GP, L.P. | $0.0 | - | |
| VISTA EQUITY PARTNERS FUND VI GP, L.P. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
24 active
| Name | Title |
|---|---|
| REINKE, GWEN, GORHAM | SENIOR MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER |
| SMITH, ROBERT, FREDERICK | CHAIRMAN AND CHIEF EXECUTIVE OFFICER, MEMBER OF EXECUTIVE COMMITTEE, LIMITED PARTNER OF VISTA HOLDINGS GROUP, L.P., MANAGING MEMBER OF VEP GROUP, LLC |
| LEMA, CHRISTINA, SILVIA | MANAGING DIRECTOR, GENERAL COUNSEL OF VISTA EQUITY PARTNERS MANAGEMENT, LLC |
| BREACH, DAVID, ANDREW | PRESIDENT AND CHIEF OPERATING OFFICER, MEMBER OF EXECUTIVE COMMITTEE |
| FLANNERY, DAVID, J | SENIOR MANAGING DIRECTOR AND PRESIDENT OF VISTA CREDIT PARTNERS, MEMBER OF EXECUTIVE COMMITTEE |
| SCHWARTZ, ALAN, GREGORY | SENIOR MANAGING DIRECTOR, CHIEF LEGAL OFFICER |
| FOSNAUGH, MICHAEL, EUGENE | SENIOR MANAGING DIRECTOR AND FLAGSHIP FUND CO-HEAD, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE |
| HICKEY, JAMES, PATRICK | SENIOR MANAGING DIRECTOR AND PERENNIAL FUND CO-HEAD, PERMANENT CAPITAL, MEMBER OF EXECUTIVE COMMITTEE |
| HUNG, BETTY, WENI | MANAGING DIRECTOR, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE |
| MYERS, GREGORY, RIDGWAY | SENIOR MANAGING DIRECTOR AND HEAD OF CAPITAL & PARTNER SOLUTIONS, MEMBER OF EXECUTIVE COMMITTEE |
| SAROYA, MANEET | SENIOR MANAGING DIRECTOR AND FLAGSHIP FUND CO-HEAD, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE |
| SYED, NADEEM | SENIOR MANAGING DIRECTOR, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE |
| DILLARD, LAUREN, BENNETT | SENIOR MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER, MEMBER OF EXECUTIVE COMMITTEE |
| SEVERSON, PATRICK | SENIOR MANAGING DIRECTOR, CO-HEAD OF FOUNDATION FUND, MEMBER OF EXECUTIVE COMMITTEE |
| ARNOLD, RACHEL, NICOLE | SENIOR MANAGING DIRECTOR, CO-HEAD OF ENDEAVOR FUND, MEMBER OF EXECUTIVE COMMITTEE |
| HIRSCH, JUSTIN, P | MANAGING DIRECTOR, HEAD OF STRATEGY, MEMBER OF EXECUTIVE COMMITTEE |
| TAYLOR, MARTIN, ANDREW | SENIOR MANAGING DIRECTOR, CO- HEAD OF FOUNDATION FUND, MEMBER OF EXECUTIVE COMMITTEE |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $100.1 | $0.0 | 0% | 702 | 0 | 0% |
| 2025-04-21 | $100.1 | $0.0 | 0% | 702 | 0 | 0% |
| 2024-04-02 | $101.0 | -$0.9 | -1% | 666 | 36 | 5% |
| 2023-04-04 | $103.8 | -$3.7 | -4% | 607 | 95 | 16% |
| 2022-04-01 | $97.0 | $3.1 | 3% | 503 | 199 | 40% |
| 2021-04-05 | $76.5 | $23.6 | 31% | 462 | 240 | 52% |
| 2020-04-01 | $65.2 | $34.8 | 53% | 500 | 202 | 40% |
| 2019-04-01 | $56.6 | $43.5 | 77% | 248 | 454 | 183% |
| 2018-04-02 | $35.9 | $64.2 | 179% | 213 | 489 | 230% |
| 2017-04-01 | $32.4 | $67.7 | 209% | 176 | 526 | 299% |
| 2016-04-01 | $16.9 | $83.2 | 492% | 143 | 559 | 391% |
| 2015-04-01 | $15.7 | $84.4 | 539% | 106 | 596 | 562% |
| 2014-04-01 | $7.8 | $92.3 | 1181% | 63 | 639 | 1014% |
| 2013-04-01 | $6.4 | $93.6 | 1452% | 60 | 642 | 1070% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-09/23/2014, IL-10/06/2014, TX-09/23/2014 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV