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 privately organized investment manager that operates primarily as a sponsor and operator of pooled investment vehicles. The firm is structured as an LLC and has been SEC-registered since 2012. Its business model blends private equity strategy with multifaceted fund management and hedge fund activity; it acts as a CPO/CTA and provides portfolio management for pooled vehicles. Clients are institutional, and the firm charges a combination of AUM-based and performance fees. Vista reports being an active ESG investor and maintains affiliations consistent with sponsor/GP activity, including broker-dealer relationships and other adviser roles.
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 5GWEN REINKE
Chief Compliance Officer and Senior Managing DirectorCRD 1554503
ROBERT SMITH
Founder and CEOCRD 2529114
ALAN SCHWARTZ
Chief Legal OfficerCRD 5910457
Contacts
3 of 12JAMES 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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