DFX Intelligence

Data Factory

The intelligence graph connecting private capital, companies and real assets. Public records ingested on their own cadence, resolved to one identity by shared identifier, connected by typed relationships with a date and a source on every edge, and read by detectors that say what changed and what it means. Facts, derived metrics, signals, anomalies and inferences are labelled as such.

RIA / WealthRegistered adviserasset managerSEC registeredRAUM over $100B

VISTA EQUITY PARTNERS MANAGEMENT, LLC

CRD 156973

SAN FRANCISCO, CA

Full profile on RIA / Wealth Management →Search this name across graphsid dfx:ria:a733c7b2-f209-fe60-223f-e52dbc0dc345

Data as of Sep 4, 2026 (this record's last observation) from sec_form_adv_history, sec_adv_roster, iapd_firm_feed. Page built Sep 18, 2026, 4:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 145
Dated events: 19
On other graphs: 5
Observed: Feb 14, 2012 to Sep 4, 2026
53 observations

Across DFX

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

Private Equityidentity

Vista Equity Partners Management, LLC

Private equity manager · cited, shared crd

Independent Sponsorsidentity

Vista Equity Partners Management, LLC

Capital provider to sponsors · cited, shared crd

Allocatorsidentity

Vista Equity Partners Management, LLC

Manager with allocator commitments · cited, shared crd

Private Creditidentity

VISTA EQUITY PARTNERS MANAGEMENT, LLC

Private credit manager · cited, shared crd

Private Creditidentity

VISTA CREDIT BDC MANAGEMENT, L.P.

adv common controlling ancestor · confidence 90% · family precision 100%

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=9.0
Regulatory AUM: $106BItem 5.F on the latest filing (2026-09-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $105B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 643
Advisory employees: 159
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 128
Custody, client assets: $106B
Relying advisers: 3
SEC number: 801-73726
CIK: 1569532
CRD: 156973
Filings on the tape: 53
First filed: Feb 14, 2012
Latest filed: Sep 4, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 117

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
VISTA EQUITY PARTNERS FUND VII-A, L.P.	Private Equity Fund	$12B	May 8, 2024	280	Mar 29, 2019	reported	021-320421
VISTA EQUITY PARTNERS FUND VII, L.P.	Private Equity Fund	$11B	May 8, 2024	215	Mar 29, 2019	reported	021-320420
VISTA EQUITY PARTNERS FUND VIII-A, L.P.	Private Equity Fund	$10B	May 8, 2024	254	Mar 31, 2023	reported	021-434931
VISTA EQUITY PARTNERS FUND VI, L.P.	Private Equity Fund	$10B	May 8, 2024	148	Mar 30, 2017	reported	021-259044
VISTA EQUITY PARTNERS FUND VIII, L.P.	Private Equity Fund	$8.3B	May 8, 2024	161	Mar 31, 2023	reported	021-434930
VISTA EQUITY PARTNERS FUND V, L.P.	Private Equity Fund	$7.9B	May 8, 2024	133	Mar 31, 2015	reported	021-214244
VISTA EQUITY PARTNERS FUND VI-A, L.P.	Private Equity Fund	$6.1B	May 8, 2024	123	Mar 30, 2017	reported	021-259042
VISTA EQUITY PARTNERS FUND V-A, L.P.	Private Equity Fund	$3.2B	May 8, 2024	37	Mar 31, 2015	reported	021-214245
VISTA FOUNDATION FUND IV, L.P.	Private Equity Fund	$3.1B	May 8, 2024	150	Mar 31, 2021	reported	021-360999
VISTA EQUITY PARTNERS FUND IV, L.P.	Private Equity Fund	$3.0B	May 8, 2024	90	Feb 14, 2012	reported	021-163839
VISTA FOUNDATION FUND III, L.P.	Private Equity Fund	$2.9B	May 8, 2024	76	Mar 30, 2017	reported	021-263439
MERRITT VI AGGREGATOR, LLC	Private Equity Fund	$2.5B	Feb 28, 2023	9	Mar 29, 2019	dropped	021-308759
VISTA FOUNDATION FUND IV-A, L.P.	Private Equity Fund	$1.7B	May 8, 2024	121	Mar 31, 2021	reported	021-361000
VISTA EQUITY PARTNERS PERENNIAL A, L.P.	Private Equity Fund	$1.6B	May 8, 2024	10	Mar 29, 2019	reported	021-326286
VISTA EQUITY PARTNERS PERENNIAL, L.P.	Private Equity Fund	$1.4B	May 8, 2024	9	Dec 5, 2017	reported	021-326284
VEPF V CO-INVEST 1-A, L.P.	Private Equity Fund	$1.3B	May 8, 2024	15	Mar 31, 2015	reported	021-229158
VISTA EQUITY ENDEAVOR FUND II, L.P.	Private Equity Fund	$1.2B	May 8, 2024	34	Mar 30, 2020	reported	021-342917
VISTA FOUNDATION FUND II, L.P.	Private Equity Fund	$858M	May 8, 2024	67	Mar 28, 2014	reported	021-196492
VISTA FOUNDATION FUND III-A, L.P.	Private Equity Fund	$829M	May 8, 2024	53	Mar 30, 2017	reported	021-263440
VISTA PLATFORM FUND I, L.P.	Private Equity Fund	$782M	May 8, 2024	2	Mar 31, 2022	reported	n/a
VISTA CO-INVEST FUND 2018-2, L.P	Private Equity Fund	$769M	May 8, 2024	2	Mar 30, 2020	reported	021-349905
VEPF VIII CO-INVEST 1-A, L.P.	Private Equity Fund	$742M	May 8, 2024	33	Mar 31, 2023	reported	021-461961
VISTA PUBLIC STRATEGIES FUND, L.P.	Hedge Fund	$672M	May 8, 2024	69	Mar 31, 2015	reported	021-276594
VEPF IV CO-INVEST 1A, L.P.	Private Equity Fund	$639M	May 8, 2024	5	Mar 22, 2013	reported	n/a
VISTA EQUITY PARTNERS FUND IV (PARALLEL), L.P.	Private Equity Fund	$617M	May 8, 2024	5	Feb 14, 2012	reported	021-163836

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ARNOLD, RACHEL, NICOLE	SENIOR MANAGING DIRECTOR, CO-HEAD OF ENDEAVOR FUND, MEMBER OF EXECUTIVE COMMITTEE	NA	yes	04/2022	Jun 30, 2022	May 8, 2024
BREACH, DAVID, ANDREW	PRESIDENT AND CHIEF OPERATING OFFICER, MEMBER OF EXECUTIVE COMMITTEE	NA	yes	04/2015	Jan 26, 2015	May 8, 2024
DILLARD, LAUREN, BENNETT	SENIOR MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER, MEMBER OF EXECUTIVE COMMITTEE	NA	yes	04/2022	Jun 30, 2022	May 8, 2024
FLANNERY, DAVID, J	SENIOR MANAGING DIRECTOR AND PRESIDENT OF VISTA CREDIT PARTNERS, MEMBER OF EXECUTIVE COMMITTEE	NA	yes	11/2018	Feb 21, 2019	May 8, 2024
FOSNAUGH, MICHAEL, EUGENE	SENIOR MANAGING DIRECTOR AND FLAGSHIP FUND CO-HEAD, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE	NA	yes	11/2020	Dec 8, 2020	May 8, 2024
HICKEY, JAMES, PATRICK	SENIOR MANAGING DIRECTOR AND PERENNIAL FUND CO-HEAD, PERMANENT CAPITAL, MEMBER OF EXECUTIVE COMMITTEE	NA	yes	11/2020	Dec 8, 2020	May 8, 2024
HIRSCH, JUSTIN, P	MANAGING DIRECTOR, HEAD OF STRATEGY, MEMBER OF EXECUTIVE COMMITTEE	NA	yes	04/2022	Jun 30, 2022	May 8, 2024
HUNG, BETTY, WENI	MANAGING DIRECTOR, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE	NA	yes	11/2020	Dec 8, 2020	May 8, 2024
MYERS, GREGORY, RIDGWAY	SENIOR MANAGING DIRECTOR AND HEAD OF CAPITAL & PARTNER SOLUTIONS, MEMBER OF EXECUTIVE COMMITTEE	NA	yes	11/2020	Dec 8, 2020	May 8, 2024
SAROYA, MANEET	SENIOR MANAGING DIRECTOR AND FLAGSHIP FUND CO-HEAD, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE	NA	yes	11/2020	Dec 8, 2020	May 8, 2024
Severson, Patrick	SENIOR MANAGING DIRECTOR, CO-HEAD OF FOUNDATION FUND, MEMBER OF EXECUTIVE COMMITTEE	NA	yes	04/2022	Jun 30, 2022	May 8, 2024
SMITH, ROBERT, FREDERICK	MANAGING MEMBER OF VEP GROUP, LLC	E	yes	07/2015	Feb 14, 2012	May 8, 2024
SMITH, ROBERT, FREDERICK	LIMITED PARTNER OF VISTA HOLDINGS GROUP, L.P.	C	yes	07/2015	Feb 14, 2012	May 8, 2024
SMITH, ROBERT, FREDERICK	CHAIRMAN AND CHIEF EXECUTIVE OFFICER, MEMBER OF EXECUTIVE COMMITTEE	NA	yes	10/2010	Feb 14, 2012	May 8, 2024
Syed, Nadeem	SENIOR MANAGING DIRECTOR, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE	NA	yes	11/2020	Dec 8, 2020	May 8, 2024
Taylor, Martin, Andrew	SENIOR MANAGING DIRECTOR, CO- HEAD OF FOUNDATION FUND, MEMBER OF EXECUTIVE COMMITTEE	NA	yes	04/2023	May 30, 2023	May 8, 2024
VEP GROUP, LLC	SENIOR MANAGING MEMBER OF VISTA EQUITY PARTNERS MANAGEMENT, LLC	NA	yes	07/2015	Jul 14, 2015	May 8, 2024
VEP GROUP, LLC	GENERAL PARTNER OF VHG CAPITAL, L.P.	F	yes	10/2021	Jul 14, 2015	May 8, 2024
VEP GROUP, LLC	GENERAL PARTNER OF VISTA HOLDINGS GROUP, L.P.	F	yes	07/2015	Jul 14, 2015	May 8, 2024
VHG CAPITAL, L.P.	MEMBER OF VISTA EQUITY PARTNERS MANAGEMENT, LLC	E	yes	10/2021	Nov 14, 2021	May 8, 2024
LEMA, CHRISTINA, SILVIA	MANAGING DIRECTOR, GENERAL COUNSEL OF VISTA EQUITY PARTNERS MANAGEMENT, LLC	NA	no	02/2012	Mar 22, 2013	May 8, 2024
REINKE, GWEN, GORHAM	SENIOR MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	NA	no	01/2015	Jan 26, 2015	May 8, 2024
SCHWARTZ, ALAN, GREGORY	SENIOR MANAGING DIRECTOR, CHIEF LEGAL OFFICER	NA	no	01/2020	Mar 30, 2020	May 8, 2024
VISTA HOLDINGS GROUP, L.P.	LIMITED PARTNER OF VHG CAPITAL, L.P.	E	no	10/2021	Jul 14, 2015	May 8, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page; showing 40 of 69

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
VISTA CREDIT PARTNERS, L.P.	n/a	ASSET MANAGER	$8.4B	N	yes	n/a
VISTA CREDIT BDC MANAGEMENT, L.P.	n/a	ASSET MANAGER	$1.8B	N	yes	n/a
VEEF I CO-INVEST 1 GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VEEF I CO-INVEST 1 GP, LTD.	n/a	n/a	n/a	N	yes	n/a
VEEF II CO-INVEST 1-A GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VEEF II CO-INVEST 2-A GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VEEF II CO-INVEST 3-A GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VEEF II CO-INVEST 4-A GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VEP GROUP, LLC	n/a	n/a	n/a	Y	yes	n/a
VEPF IV CO-INVEST 2 GP, LLC	n/a	n/a	n/a	N	yes	n/a
VEPF IV GP (CAYMAN), L.P.	n/a	n/a	n/a	N	yes	n/a
VEPF IVX GP, LTD.	n/a	n/a	n/a	N	yes	n/a
VEPF V CO-INVEST 1 GP, LLC	n/a	n/a	n/a	N	yes	n/a
VEPF V CO-INVEST 2 GP, LLC	n/a	n/a	n/a	N	yes	n/a
VEPF V GP (CAYMAN), L.P.	n/a	n/a	n/a	N	yes	n/a
VEPF VI CO-INVEST 1 GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VEPF VI CO-INVEST 3-A GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VEPF VII CO INVEST 2 GP, LLC	n/a	n/a	n/a	N	yes	n/a
VEPF VII CO-INVEST 1 GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VEPF VII CO-INVEST 2 GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VEPF VII CO-INVEST 2-C GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VEPF VII CO-INVEST 3-A GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VEPF VII CO-INVEST 4-A GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VEPF VII CO-INVEST 5-A GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VEPF VIII CO-INVEST 1-A GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VEPF VIII CO-INVEST 2-A GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VEPF VIII CO-INVEST 3-A GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VEPP CO-INVEST 1-A GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VEPP GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VFF II GP (CAYMAN), L.P.	n/a	n/a	n/a	N	yes	n/a
VFF III CO-INVEST 2 GP, LTD.	n/a	n/a	n/a	N	yes	n/a
VFF IV CO-INVEST 1 GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VFF IV CO-INVEST 2 GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VFF IV CO-INVEST 2-A GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VFF IV CO-INVEST 3-A GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VFF IV CO-INVEST 4-A GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VFF IV CO-INVEST 5-A GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VFF IV CO-INVEST 6-A GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VFF IV CO-INVEST 7-A GP, L.P.	n/a	n/a	n/a	N	yes	n/a
VISTA CO-INVEST FUND 2017-1 GP, L.P.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
AUSTIN	TX	United States	128	no
CHICAGO	IL	United States	37	no
NEW YORK	NY	United States	28	no
OAKLAND	CA	United States	0	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$106B	$105B	643	159	3	125	n/a
2024	Mar 31, 2025	$100B	$99B	702	184	3	115	n/a
2023	Mar 30, 2024	$101B	$100B	666	239	4	104	$101B
2022	Mar 31, 2023	$104B	$103B	607	220	4	117	$103B
2021	Mar 31, 2022	$97B	$96B	503	159	4	101	$99B
2020	Mar 31, 2021	$76B	$76B	462	138	4	79	$78B
2019	Mar 30, 2020	$65B	$64B	500	132	4	74	$66B
2018	Mar 29, 2019	$57B	$56B	248	118	4	64	$57B
2017	Mar 29, 2018	$36B	$36B	213	103	3	55	$36B
2016	Mar 30, 2017	$32B	$32B	176	87	n/a	44	$32B
2015	Mar 30, 2016	$17B	$17B	143	73	n/a	33	$17B
2014	Mar 31, 2015	$16B	$16B	106	56	n/a	32	$16B
2013	Mar 28, 2014	$7.8B	$7.8B	63	56	n/a	21	$7.8B
2012	Mar 27, 2013	$6.4B	$6.4B	60	53	n/a	14	$6.4B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$106B	$100B	5.9%	$104B	0.7%	643	702	3	3

Relationships

showing 80 of 145

Affiliated with (4)

→ VISTA CREDIT BDC MANAGEMENT, L.P.Registered adviserother investment adviser, pooled vehicle sponsor, common control
factsec_form_adv_history
→ VISTA CREDIT PARTNERS, L.P.Registered adviserother investment adviser, pooled vehicle sponsor, common control
factsec_form_adv_history
← VISTA CREDIT PARTNERS, L.P.Registered adviserother investment adviser, pooled vehicle sponsor, control, common control
factsec_form_adv_history
← VISTA CREDIT BDC MANAGEMENT, L.P.Registered adviserother investment adviser, pooled vehicle sponsor, control, common control
factsec_form_adv_history

Advises (76)

→ VISTA EQUITY PARTNERS FUND V-A, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2015 to presentfactsec_form_adv_history
→ VFF IV FAF, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactsec_form_adv_history
→ VISTA EQUITY PARTNERS FUND III (PARALLEL), L.P.Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactsec_form_adv_history
→ VPS CO-INVEST I-A, L.P.Private fundHedge Fund, IA
Mar 31, 2022 to presentfactsec_form_adv_history
→ VEPF V CO-INVEST 1-A, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2015 to presentfactsec_form_adv_history
→ VEPF V CO-INVEST 1, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactsec_form_adv_history
→ VISTA FOUNDATION FUND I, L.P.Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactsec_form_adv_history
→ VISTA FOUNDATION FUND II-A, L.P.Private fundPrivate Equity Fund, IA
Mar 28, 2014 to presentfactsec_form_adv_history
→ VISTA EQUITY ASSOCIATES V, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2015 to presentfactsec_form_adv_history
→ VISTA FOUNDATION FUND I (PARALLEL), L.P.Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactsec_form_adv_history
→ VEEF II CO-INVEST 1-A, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactsec_form_adv_history
→ VISTA EQUITY PARTNERS ASSOCIATES III, LLCPrivate fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactsec_form_adv_history
→ VFF III FAF, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2017 to presentfactsec_form_adv_history
→ VISTA CO-INVEST FUND 2018-1, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2018 to presentfactsec_form_adv_history
→ VEPF IVX CO-INVEST 1-A, L.P.Private fundPrivate Equity Fund, IA
Sep 29, 2017 to presentfactsec_form_adv_history
→ VISTA EQUITY PARTNERS FUND IV, L.P.Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactsec_form_adv_history
→ VISTA EQUITY PARTNERS FUND VI-A, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2017 to presentfactsec_form_adv_history
→ VISTA PLATFORM FUND I, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactsec_form_adv_history
→ VISTA PUBLIC STRATEGIES ENDURANCE FUND, L.P.Private fundHedge Fund, IA
Mar 31, 2022 to presentfactsec_form_adv_history
→ VISTA EQUITY PARTNERS FUND III, L.P.Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactsec_form_adv_history
→ VISTA FOUNDATION FUND II EXECUTIVE, L.P.Private fundPrivate Equity Fund, IA
Mar 28, 2014 to presentfactsec_form_adv_history
→ VFF IV CO-INVEST 7-A, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2024 to presentfactsec_form_adv_history
→ VISTA EQUITY PARTNERS FUND V EXECUTIVE, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2015 to presentfactsec_form_adv_history
→ VISTA CO-INVEST FUND 2021-2, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactsec_form_adv_history
→ VISTA EQUITY PARTNERS FUND VI, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2017 to presentfactsec_form_adv_history
→ VISTA FOUNDATION FUND III, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2017 to presentfactsec_form_adv_history
→ VEPF V CO-INVEST 2-B, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2017 to presentfactsec_form_adv_history
→ VEPF VI CO-INVEST 3-A, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactsec_form_adv_history
→ VISTA CO-INVEST FUND 2018-3, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2019 to presentfactsec_form_adv_history
→ VISTA CO-INVEST FUND 2022-5, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactsec_form_adv_history
and 46 more

Dated events

Occurred
May 30, 2023
Control person joined
Andrew Martin Taylor (Senior Managing Director, Co- Head Of Foundation Fund, Member Of Executive Committee) appeared on Schedule A of Vista Equity Partners Management, Llc
sec_form_adv_historyobserved 3 days ago
Occurred
Jun 30, 2022
Control person joined
Bennett Lauren Dillard (Senior Managing Director, Chief Financial Officer, Member Of Executive Committee) appeared on Schedule A of Vista Equity Partners Management, Llc
sec_form_adv_historyobserved 3 days ago
Occurred
Jun 30, 2022
Control person joined
Patrick Severson (Senior Managing Director, Co-Head Of Foundation Fund, Member Of Executive Committee) appeared on Schedule A of Vista Equity Partners Management, Llc
sec_form_adv_historyobserved 3 days ago
Occurred
Jun 30, 2022
Control person joined
Nicole Rachel Arnold (Senior Managing Director, Co-Head Of Endeavor Fund, Member Of Executive Committee) appeared on Schedule A of Vista Equity Partners Management, Llc
sec_form_adv_historyobserved 3 days ago
Occurred
Jun 30, 2022
Control person joined
P Justin Hirsch (Managing Director, Head Of Strategy, Ex-Officio Member Of Executive Committee) appeared on Schedule A of Vista Equity Partners Management, Llc
sec_form_adv_historyobserved 3 days ago
Occurred
Jun 30, 2022
Control person left
Richard John Warnken-Brill (Senior Managing Director, Chief Financial Officer) no longer on Schedule A of Vista Equity Partners Management, Llc (listed 2022-03-31, absent 2022-06-30)
sec_form_adv_historyobserved 3 days ago
Occurred
Jun 30, 2022
Control person left
Morrill James Ford (Senior Managing Director And President Of Public Equity) no longer on Schedule A of Vista Equity Partners Management, Llc (listed 2022-03-31, absent 2022-06-30)
sec_form_adv_historyobserved 3 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Vista Equity Partners Management, Llc reported RAUM $97.0B, up 27% from $76.5B (2021-12-23 to 2022-03-31)
sec_form_adv_historyobserved 3 days ago
$20.5B
Occurred
Mar 31, 2022
Control person left
Christopher Alan Cline (Senior Advisor, Private Equity And Executive Committee) no longer on Schedule A of Vista Equity Partners Management, Llc (listed 2021-12-23, absent 2022-03-31)
sec_form_adv_historyobserved 3 days ago
Occurred
Dec 8, 2020
Control person joined
Eugene Michael Fosnaugh (Senior Managing Director And Flagship Fund Co-Head, Private Equity, Member Of Executive Committee) appeared on Schedule A of Vista Equity Partners Management, Llc
sec_form_adv_historyobserved 3 days ago
Occurred
Dec 8, 2020
Control person joined
Christopher Alan Cline (Senior Managing Director And Endeavor Fund Co-Head, Private Equity, Member Of Executive Committee) appeared on Schedule A of Vista Equity Partners Management, Llc
sec_form_adv_historyobserved 3 days ago
Occurred
Dec 8, 2020
Control person joined
Patrick James Hickey (Senior Managing Director And Perennial Fund Co-Head, Permanent Capital, Member Of Executive Committee) appeared on Schedule A of Vista Equity Partners Management, Llc
sec_form_adv_historyobserved 3 days ago
Occurred
Dec 8, 2020
Control person joined
Weni Betty Hung (Operating Managing Director, Private Equity, Member Of Executive Committee) appeared on Schedule A of Vista Equity Partners Management, Llc
sec_form_adv_historyobserved 3 days ago
Occurred
Dec 8, 2020
Control person joined
Ridgway Gregory Myers (Senior Managing Director And Head Of Capital & Partner Solutions, Member Of Executive Committee) appeared on Schedule A of Vista Equity Partners Management, Llc
sec_form_adv_historyobserved 3 days ago
Occurred
Dec 8, 2020
Control person joined
Maneet Saroya (Senior Managing Director And Flagship Fund Co-Head, Private Equity, Member Of Executive Committee) appeared on Schedule A of Vista Equity Partners Management, Llc
sec_form_adv_historyobserved 3 days ago
Occurred
Dec 8, 2020
Control person joined
Nadeem Syed (Operating Managing Director, Private Equity, Member Of Executive Committee) appeared on Schedule A of Vista Equity Partners Management, Llc
sec_form_adv_historyobserved 3 days ago
Occurred
Dec 8, 2020
Control person left
N Brian Sheth (President) no longer on Schedule A of Vista Equity Partners Management, Llc (listed 2020-10-21, absent 2020-12-08)
sec_form_adv_historyobserved 3 days ago
Occurred
Mar 29, 2019
Regulatory AUM changed
Vista Equity Partners Management, Llc reported RAUM $56.6B, up 58% from $35.9B (2019-02-21 to 2019-03-29)
sec_form_adv_historyobserved 3 days ago
$20.7B
Occurred
Feb 21, 2019
Control person joined
J David Flannery (President Of Vista Credit Partners) appeared on Schedule A of Vista Equity Partners Management, Llc
sec_form_adv_historyobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a733c7b2-f209-fe60-223f-e52dbc0dc345
First observed: Feb 14, 2012
Last observed: Sep 4, 2026 14 days ago
Sources: sec_form_adv_history, sec_adv_roster, iapd_firm_feed
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.

VISTA EQUITY PARTNERS MANAGEMENT, LLC

CRD 156973

SAN FRANCISCO, CA

Data as of Sep 4, 2026 (this record's last observation) from sec_form_adv_history, sec_adv_roster, iapd_firm_feed. Page built Sep 18, 2026, 4:49 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

VISTA EQUITY PARTNERS FUND VII-A, L.P.

Private Equity Fund

$12B

May 8, 2024

280

Mar 29, 2019

reported

021-320421

VISTA EQUITY PARTNERS FUND VII, L.P.

Private Equity Fund

$11B

May 8, 2024

215

Mar 29, 2019

reported

021-320420

VISTA EQUITY PARTNERS FUND VIII-A, L.P.

Private Equity Fund

$10B

May 8, 2024

254

Mar 31, 2023

reported

021-434931

VISTA EQUITY PARTNERS FUND VI, L.P.

Private Equity Fund

$10B

May 8, 2024

148

Mar 30, 2017

reported

021-259044

VISTA EQUITY PARTNERS FUND VIII, L.P.

Private Equity Fund

$8.3B

May 8, 2024

161

Mar 31, 2023

reported

021-434930

VISTA EQUITY PARTNERS FUND V, L.P.

Private Equity Fund

$7.9B

May 8, 2024

133

Mar 31, 2015

reported

021-214244

VISTA EQUITY PARTNERS FUND VI-A, L.P.

Private Equity Fund

$6.1B

May 8, 2024

123

Mar 30, 2017

reported

021-259042

VISTA EQUITY PARTNERS FUND V-A, L.P.

Private Equity Fund

$3.2B

May 8, 2024

Mar 31, 2015

reported

021-214245

VISTA FOUNDATION FUND IV, L.P.

Private Equity Fund

$3.1B

May 8, 2024

150

Mar 31, 2021

reported

021-360999

VISTA EQUITY PARTNERS FUND IV, L.P.

Private Equity Fund

$3.0B

May 8, 2024

Feb 14, 2012

reported

021-163839

VISTA FOUNDATION FUND III, L.P.

Private Equity Fund

$2.9B

May 8, 2024

Mar 30, 2017

reported

021-263439

MERRITT VI AGGREGATOR, LLC

Private Equity Fund

$2.5B

Feb 28, 2023

Mar 29, 2019

dropped

021-308759

VISTA FOUNDATION FUND IV-A, L.P.

Private Equity Fund

$1.7B

May 8, 2024

121

Mar 31, 2021

reported

021-361000

VISTA EQUITY PARTNERS PERENNIAL A, L.P.

Private Equity Fund

$1.6B

May 8, 2024

Mar 29, 2019

reported

021-326286

VISTA EQUITY PARTNERS PERENNIAL, L.P.

Private Equity Fund

$1.4B

May 8, 2024

Dec 5, 2017

reported

021-326284

VEPF V CO-INVEST 1-A, L.P.

Private Equity Fund

$1.3B

May 8, 2024

Mar 31, 2015

reported

021-229158

VISTA EQUITY ENDEAVOR FUND II, L.P.

Private Equity Fund

$1.2B

May 8, 2024

Mar 30, 2020

reported

021-342917

VISTA FOUNDATION FUND II, L.P.

Private Equity Fund

$858M

May 8, 2024

Mar 28, 2014

reported

021-196492

VISTA FOUNDATION FUND III-A, L.P.

Private Equity Fund

$829M

May 8, 2024

Mar 30, 2017

reported

021-263440

VISTA PLATFORM FUND I, L.P.

Private Equity Fund

$782M

May 8, 2024

Mar 31, 2022

reported

n/a

VISTA CO-INVEST FUND 2018-2, L.P

Private Equity Fund

$769M

May 8, 2024

Mar 30, 2020

reported

021-349905

VEPF VIII CO-INVEST 1-A, L.P.

Private Equity Fund

$742M

May 8, 2024

Mar 31, 2023

reported

021-461961

VISTA PUBLIC STRATEGIES FUND, L.P.

Hedge Fund

$672M

May 8, 2024

Mar 31, 2015

reported

021-276594

VEPF IV CO-INVEST 1A, L.P.

Private Equity Fund

$639M

May 8, 2024

Mar 22, 2013

reported

n/a

VISTA EQUITY PARTNERS FUND IV (PARALLEL), L.P.

Private Equity Fund

$617M

May 8, 2024

Feb 14, 2012

reported

021-163836

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ARNOLD, RACHEL, NICOLE

SENIOR MANAGING DIRECTOR, CO-HEAD OF ENDEAVOR FUND, MEMBER OF EXECUTIVE COMMITTEE

yes

04/2022

Jun 30, 2022

May 8, 2024

BREACH, DAVID, ANDREW

PRESIDENT AND CHIEF OPERATING OFFICER, MEMBER OF EXECUTIVE COMMITTEE

yes

04/2015

Jan 26, 2015

May 8, 2024

DILLARD, LAUREN, BENNETT

SENIOR MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER, MEMBER OF EXECUTIVE COMMITTEE

yes

04/2022

Jun 30, 2022

May 8, 2024

FLANNERY, DAVID, J

SENIOR MANAGING DIRECTOR AND PRESIDENT OF VISTA CREDIT PARTNERS, MEMBER OF EXECUTIVE COMMITTEE

yes

11/2018

Feb 21, 2019

May 8, 2024

FOSNAUGH, MICHAEL, EUGENE

SENIOR MANAGING DIRECTOR AND FLAGSHIP FUND CO-HEAD, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE

yes

11/2020

Dec 8, 2020

May 8, 2024

HICKEY, JAMES, PATRICK

SENIOR MANAGING DIRECTOR AND PERENNIAL FUND CO-HEAD, PERMANENT CAPITAL, MEMBER OF EXECUTIVE COMMITTEE

yes

11/2020

Dec 8, 2020

May 8, 2024

HIRSCH, JUSTIN, P

MANAGING DIRECTOR, HEAD OF STRATEGY, MEMBER OF EXECUTIVE COMMITTEE

yes

04/2022

Jun 30, 2022

May 8, 2024

HUNG, BETTY, WENI

MANAGING DIRECTOR, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE

yes

11/2020

Dec 8, 2020

May 8, 2024

MYERS, GREGORY, RIDGWAY

SENIOR MANAGING DIRECTOR AND HEAD OF CAPITAL & PARTNER SOLUTIONS, MEMBER OF EXECUTIVE COMMITTEE

yes

11/2020

Dec 8, 2020

May 8, 2024

SAROYA, MANEET

SENIOR MANAGING DIRECTOR AND FLAGSHIP FUND CO-HEAD, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE

yes

11/2020

Dec 8, 2020

May 8, 2024

Severson, Patrick

SENIOR MANAGING DIRECTOR, CO-HEAD OF FOUNDATION FUND, MEMBER OF EXECUTIVE COMMITTEE

yes

04/2022

Jun 30, 2022

May 8, 2024

SMITH, ROBERT, FREDERICK

MANAGING MEMBER OF VEP GROUP, LLC

yes

07/2015

Feb 14, 2012

May 8, 2024

SMITH, ROBERT, FREDERICK

LIMITED PARTNER OF VISTA HOLDINGS GROUP, L.P.

yes

07/2015

Feb 14, 2012

May 8, 2024

SMITH, ROBERT, FREDERICK

CHAIRMAN AND CHIEF EXECUTIVE OFFICER, MEMBER OF EXECUTIVE COMMITTEE

yes

10/2010

Feb 14, 2012

May 8, 2024

Syed, Nadeem

SENIOR MANAGING DIRECTOR, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE

yes

11/2020

Dec 8, 2020

May 8, 2024

Taylor, Martin, Andrew

SENIOR MANAGING DIRECTOR, CO- HEAD OF FOUNDATION FUND, MEMBER OF EXECUTIVE COMMITTEE

yes

04/2023

May 30, 2023

May 8, 2024

VEP GROUP, LLC

SENIOR MANAGING MEMBER OF VISTA EQUITY PARTNERS MANAGEMENT, LLC

yes

07/2015

Jul 14, 2015

May 8, 2024

VEP GROUP, LLC

GENERAL PARTNER OF VHG CAPITAL, L.P.

yes

10/2021

Jul 14, 2015

May 8, 2024

VEP GROUP, LLC

GENERAL PARTNER OF VISTA HOLDINGS GROUP, L.P.

yes

07/2015

Jul 14, 2015

May 8, 2024

VHG CAPITAL, L.P.

MEMBER OF VISTA EQUITY PARTNERS MANAGEMENT, LLC

yes

10/2021

Nov 14, 2021

May 8, 2024

LEMA, CHRISTINA, SILVIA

MANAGING DIRECTOR, GENERAL COUNSEL OF VISTA EQUITY PARTNERS MANAGEMENT, LLC

02/2012

Mar 22, 2013

May 8, 2024

REINKE, GWEN, GORHAM

SENIOR MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER

01/2015

Jan 26, 2015

May 8, 2024

SCHWARTZ, ALAN, GREGORY

SENIOR MANAGING DIRECTOR, CHIEF LEGAL OFFICER

01/2020

Mar 30, 2020

May 8, 2024

VISTA HOLDINGS GROUP, L.P.

LIMITED PARTNER OF VHG CAPITAL, L.P.

10/2021

Jul 14, 2015

May 8, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

VISTA CREDIT PARTNERS, L.P.

n/a

ASSET MANAGER

$8.4B

yes

n/a

VISTA CREDIT BDC MANAGEMENT, L.P.

n/a

ASSET MANAGER

$1.8B

yes

n/a

VEEF I CO-INVEST 1 GP, L.P.

n/a

yes

n/a

VEEF I CO-INVEST 1 GP, LTD.

n/a

yes

n/a

VEEF II CO-INVEST 1-A GP, L.P.

n/a

yes

n/a

VEEF II CO-INVEST 2-A GP, L.P.

n/a

yes

n/a

VEEF II CO-INVEST 3-A GP, L.P.

n/a

yes

n/a

VEEF II CO-INVEST 4-A GP, L.P.

n/a

yes

n/a

VEP GROUP, LLC

n/a

yes

n/a

VEPF IV CO-INVEST 2 GP, LLC

n/a

yes

n/a

VEPF IV GP (CAYMAN), L.P.

n/a

yes

n/a

VEPF IVX GP, LTD.

n/a

yes

n/a

VEPF V CO-INVEST 1 GP, LLC

n/a

yes

n/a

VEPF V CO-INVEST 2 GP, LLC

n/a

yes

n/a

VEPF V GP (CAYMAN), L.P.

n/a

yes

n/a

VEPF VI CO-INVEST 1 GP, L.P.

n/a

yes

n/a

VEPF VI CO-INVEST 3-A GP, L.P.

n/a

yes

n/a

VEPF VII CO INVEST 2 GP, LLC

n/a

yes

n/a

VEPF VII CO-INVEST 1 GP, L.P.

n/a

yes

n/a

VEPF VII CO-INVEST 2 GP, L.P.

n/a

yes

n/a

VEPF VII CO-INVEST 2-C GP, L.P.

n/a

yes

n/a

VEPF VII CO-INVEST 3-A GP, L.P.

n/a

yes

n/a

VEPF VII CO-INVEST 4-A GP, L.P.

n/a

yes

n/a

VEPF VII CO-INVEST 5-A GP, L.P.

n/a

yes

n/a

VEPF VIII CO-INVEST 1-A GP, L.P.

n/a

yes

n/a

VEPF VIII CO-INVEST 2-A GP, L.P.

n/a

yes

n/a

VEPF VIII CO-INVEST 3-A GP, L.P.

n/a

yes

n/a

VEPP CO-INVEST 1-A GP, L.P.

n/a

yes

n/a

VEPP GP, L.P.

n/a

yes

n/a

VFF II GP (CAYMAN), L.P.

n/a

yes

n/a

VFF III CO-INVEST 2 GP, LTD.

n/a

yes

n/a

VFF IV CO-INVEST 1 GP, L.P.

n/a

yes

n/a

VFF IV CO-INVEST 2 GP, L.P.

n/a

yes

n/a

VFF IV CO-INVEST 2-A GP, L.P.

n/a

yes

n/a

VFF IV CO-INVEST 3-A GP, L.P.

n/a

yes

n/a

VFF IV CO-INVEST 4-A GP, L.P.

n/a

yes

n/a

VFF IV CO-INVEST 5-A GP, L.P.

n/a

yes

n/a

VFF IV CO-INVEST 6-A GP, L.P.

n/a

yes

n/a

VFF IV CO-INVEST 7-A GP, L.P.

n/a

yes

n/a

VISTA CO-INVEST FUND 2017-1 GP, L.P.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

AUSTIN

United States

128

CHICAGO

United States

NEW YORK

United States

OAKLAND

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$106B

$105B

643

159

125

n/a

2024

Mar 31, 2025

$100B

$99B

702

184

115

n/a

2023

Mar 30, 2024

$101B

$100B

666

239

104

$101B

2022

Mar 31, 2023

$104B

$103B

607

220

117

$103B

2021

Mar 31, 2022

$97B

$96B

503

159

101

$99B

2020

Mar 31, 2021

$76B

462

138

$78B

2019

Mar 30, 2020

$65B

$64B

500

132

$66B

2018

Mar 29, 2019

$57B

$56B

248

118

$57B

2017

Mar 29, 2018

$36B

213

103

$36B

2016

Mar 30, 2017

$32B

176

n/a

$32B

2015

Mar 30, 2016

$17B

143

n/a

$17B

2014

Mar 31, 2015

$16B

106

n/a

$16B

2013

Mar 28, 2014

$7.8B

n/a

$7.8B

2012

Mar 27, 2013

$6.4B

n/a

$6.4B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$106B

$100B

5.9%

$104B

0.7%

643

702