Vista Equity Partners Management, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 156973
- Registered since
- March 30, 2012
- Website
- www.vistaequitypartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Vista Equity Partners Management, LLC is a limited liability company that operates as a multi-strategy investment manager with both private equity and hedge fund activity. The firm has been SEC-registered since 2012 and serves primarily institutional clients. Its fee arrangements combine percentage-of-assets and performance-based components. Operationally, Vista acts as a sponsor and general partner for pooled vehicles, provides portfolio management for those pooled investment vehicles, and has business roles consistent with CPO/CTA activity. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
3 of 5
Robert Smith
Founder and CEOCRD 2529114

Gwen Reinke
Chief Compliance Officer and Senior Managing DirectorCRD 1554503
Alan Schwartz
Chief Legal OfficerCRD 5910457
Contacts
3 of 12
Christina Lema
Managing DirectorCRD 6175509

David Breach
PresidentCRD 6441280

Suzanne Donohoe
Senior Managing DirectorCRD 2198609
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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