Vista Equity Partners Management, LLC

RIASEC RegisteredEst. 2012
Total AUM
$106B
Discretionary
$105B
99% of AUM
Avg account
$828M
Accounts
128
Employees
643
Advisory reps
17

Firm details

Headquarters
San Francisco, California
CRD number
156973
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Gwen Reinke

    Gwen Reinke

    Chief Compliance Officer and Senior Managing DirectorCRD 1554503

  • Robert Smith

    Robert Smith

    Founder and CEOCRD 2529114

  • Alan Schwartz

    Chief Legal OfficerCRD 5910457

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Contacts

3 of 12
  • James Hickey

    James Hickey

    Senior Managing DirectorCRD 1196501

  • Martin Taylor

    Martin Taylor

    Senior Managing Director and Co-HeadCRD 7755157

  • Michael Fosnaugh

    Michael Fosnaugh

    Senior Managing DirectorCRD 4568541

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth