DFX Intelligence

Data Factory

V•• I• F••• L•: private fund on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthPrivate fundprivate equity fund3(c)(1)

V•• I• F••• L•

advised by VISTA EQUITY PARTNERS MANAGEMENT, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:146b8045-1263-629b-d390-0290e43ea3f7

Data as of May 8, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Feb 14, 2012 to May 8, 2024
48 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

V•• I• F••• L•

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: VISTA EQUITY PARTNERS MANAGEMENT, LLCCRD 156973
Fund type: Private Equity Fund
Latest reported GAV: $822,956gross asset value on Schedule D 7.B(1), as of 2024-05-08; never fund size
Peak reported GAV: $9.4M
Beneficial owners: 16
Minimum investment: $0
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
CITIBANK, N.A.	CITIBANK, N.A.	NEW YORK	New York	United States	no	n/a
GOLDMAN SACHS BANK USA	GOLDMAN SACHS BANK USA	NEW YORK	New York	United States	no	n/a

Relationships

Advises (1)

← VISTA EQUITY PARTNERS MANAGEMENT, LLCRegistered adviserPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:146b8045-1263-629b-d390-0290e43ea3f7
First observed: Feb 14, 2012
Last observed: May 8, 2024 28 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

May 8, 2024	$822,956	16	$0	0.0%	yes	V•• I• F••• L•
Mar 30, 2024	$822,956	16	$0	0.0%	yes	V•• I• F••• L•
Feb 14, 2024	$1.5M	16	$0	0.0%	yes	V•• I• F••• L•
Nov 29, 2023	$1.5M	16	$0	0.0%	yes	V•• I• F••• L•
Aug 29, 2023	$1.5M	16	$0	0.0%	yes	V•• I• F••• L•
May 30, 2023	$1.5M	16	$0	0.0%	yes	V•• I• F••• L•
Mar 31, 2023	$1.5M	16	$0	0.0%	yes	V•• I• F••• L•
Feb 28, 2023	$2.1M	16	$0	0.0%	yes	V•• I• F••• L•
Nov 30, 2022	$2.1M	16	$0	0.0%	yes	V•• I• F••• L•
Aug 15, 2022	$2.1M	16	$0	0.0%	yes	V•• I• F••• L•
Jun 30, 2022	$2.1M	16	$0	0.0%	yes	V•• I• F••• L•
Mar 31, 2022	$2.1M	16	$0	0.0%	yes	V•• I• F••• L•
Dec 23, 2021	$1.9M	16	$0	0.0%	yes	V•• I• F••• L•
Nov 14, 2021	$1.9M	16	$0	0.0%	yes	V•• I• F••• L•
Sep 2, 2021	$1.9M	16	$0	0.0%	yes	V•• I• F••• L•
Mar 31, 2021	$1.9M	16	$0	0.0%	yes	V•• I• F••• L•
Feb 25, 2021	$2.1M	16	$0	0.0%	yes	V•• I• F••• L•
Dec 22, 2020	$2.1M	16	$0	0.0%	yes	V•• I• F••• L•
Dec 8, 2020	$2.1M	16	$0	0.0%	yes	V•• I• F••• L•
Oct 21, 2020	$2.1M	16	$0	0.0%	yes	V•• I• F••• L•
Aug 28, 2020	$2.1M	16	$0	0.0%	yes	V•• I• F••• L•
Mar 30, 2020	$2.1M	16	$0	0.0%	yes	V•• I• F••• L•
Mar 29, 2019	$3.4M	16	$0	800.0%	yes	V•• I• F••• L•
Feb 21, 2019	$4.0M	16	$5.0M	700.0%	yes	V•• I• F••• L•
Mar 29, 2018	$4.0M	16	$5.0M	700.0%	yes	V•• I• F••• L•
Dec 5, 2017	$7.3M	16	$5.0M	700.0%	yes	V•• I• F••• L•
Sep 29, 2017	$7.3M	16	$5.0M	700.0%	yes	V•• I• F••• L•
Mar 30, 2017	$7.3M	16	$5.0M	700.0%	yes	V•• I• F••• L•
Mar 1, 2017	$8.4M	17	$5.0M	700.0%	yes	V•• I• F••• L•
Nov 30, 2016	$8.4M	17	$5.0M	700.0%	yes	V•• I• F••• L•
Nov 30, 2016	$8.4M	17	$5.0M	700.0%	yes	V•• I• F••• L•
Aug 5, 2016	$8.4M	17	$5.0M	700.0%	yes	V•• I• F••• L•
Apr 29, 2016	$8.4M	17	$5.0M	700.0%	yes	V•• I• F••• L•
Mar 30, 2016	$8.4M	17	$5.0M	700.0%	yes	V•• I• F••• L•
Sep 8, 2015	$8.8M	17	$5.0M	1100.0%	yes	V•• I• F••• L•
Jul 14, 2015	$8.8M	17	$5.0M	1100.0%	yes	V•• I• F••• L•
Jul 14, 2015	$8.8M	17	$5.0M	1100.0%	yes	V•• I• F••• L•
Jul 14, 2015	$8.8M	17	$5.0M	1100.0%	yes	V•• I• F••• L•
May 4, 2015	$8.8M	17	$5.0M	1100.0%	yes	V•• I• F••• L•
Mar 31, 2015	$8.8M	17	$5.0M	1100.0%	yes	V•• I• F••• L•
Jan 26, 2015	$8.8M	17	$500,000	100.0%	yes	V•• I• F••• L•
Sep 23, 2014	$8.8M	17	$500,000	100.0%	yes	V•• I• F••• L•
Jun 27, 2014	$8.8M	17	$500,000	100.0%	yes	V•• I• F••• L•
Apr 25, 2014	$8.8M	17	$500,000	100.0%	yes	V•• I• F••• L•
Mar 28, 2014	$8.8M	17	$500,000	100.0%	yes	V•• I• F••• L•
Mar 27, 2013	$9.4M	17	$500,000	100.0%	yes	V•• I• F••• L•
Mar 22, 2013	$9.4M	17	$500,000	100.0%	yes	V•• I• F••• L•
Feb 14, 2012	$8.5M	17	$500,000	100.0%	yes	V•• I• F••• L•