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 operates as a multi-strategy private markets manager with institutional clients and a focus on pooled investment vehicles. The firm is structured as a limited liability company, registered with the SEC since 2012, and is classified in public filings as a hedge fund, private equity fund manager and multifaceted fund manager. Its revenue model combines asset-based fees with performance-linked compensation. Vista Equity Partners Management also lists CPO/CTA activity and acts in sponsor/GP and managing member roles for pooled investments, indicating it both manages vehicles directly and participates in trading/commodities oversight where applicable. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Gwen Reinke
Chief Compliance Officer and Senior Managing DirectorCRD 1554503

Robert Smith
Founder and CEOCRD 2529114
Alan Schwartz
Chief Legal OfficerCRD 5910457
Contacts
3 of 12
James Hickey
Senior Managing DirectorCRD 1196501

Martin Taylor
Senior Managing Director and Co-HeadCRD 7755157

Michael Fosnaugh
Senior Managing DirectorCRD 4568541
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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