VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
71
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
332887
Registered since
June 6, 2025

Firm profile

FINTRX

Overview

Vista Equity Partners Capital Markets, LLC is organized as a limited liability company and appears in FINTRX as having registered with the SEC in 2025. The snapshot classifies the firm as "Unclassified" and notes ownership described as a domestic entity and individual. The profile flags the firm as not being a capital allocator, not an active ESG investor, and not a multi-state adviser; it is also not listed as a newly formed adviser, pension consultant, or related adviser. The firm has not provided public detail on its advisory activities, fee schedule, client segments, or core business lines. Because those items are not disclosed in the source data, there is limited visibility into its target clients, investment philosophy, or day-to-day operations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • VERONICA RICHEY

    Chief Compliance OfficerCRD 6286548

  • JULIET ZAWEDDE

    SVP & Chief Product OfficerCRD 5936448

Contacts

3 of 69
  • ANTHONY ISON

    AssociateCRD 6227223

  • ALEXANDRA FEN

    DirectorCRD 6531336

  • Brian Loring

    Senior Vice PresidentCRD 8161613

Unlock 66 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth