VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 332887
- Registered since
- June 6, 2025
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2VERONICA RICHEY
Chief Compliance OfficerCRD 6286548
JULIET ZAWEDDE
SVP & Chief Product OfficerCRD 5936448
Contacts
3 of 69ANTHONY ISON
AssociateCRD 6227223
ALEXANDRA FEN
DirectorCRD 6531336
Brian Loring
Senior Vice PresidentCRD 8161613
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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