DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Vista Equity Partners Management, LLC

Asset manager (funds and pooled vehicles)San Francisco, CaliforniaCRD 156973SEC 801-73726websiteIAPD
Latest filing Sep 4, 2026
First filing on the tape Feb 14, 2012 · 53 filings
SEC status approved since Mar 30, 2012
RAUM
$106B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
643
159 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
53 filings and snapshots on the tape
RAUM$106B as of Mar 31, 2026
Mar 27, 2013$6.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 27, 20130 then
Employees (5.A)643 as of Mar 31, 2026
Mar 27, 201360 then
Private funds125 as of Mar 31, 2026
Mar 27, 201314 then
RAUM +5.9% over the last fiscal year+0.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Sep 4, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$828MderivedRAUM over accounts (5.F.2.f)
Discretionary
99%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived4 offices incl. principal (1.F.5)
RAUM growth, one year
+5.9%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$106B, 128 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes testimonials (5.L.1.c)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$106B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
128reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$106B for 128 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=9.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      117 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      Vista Equity Partners Fund Vii-A, L.P.Private Equity Fund$12B280Mar 29, 2019
      Vista Equity Partners Fund Vii, L.P.Private Equity Fund$11B215Mar 29, 2019
      Vista Equity Partners Fund Viii-A, L.P.Private Equity Fund$10B254Mar 31, 2023
      Vista Equity Partners Fund Vi, L.P.Private Equity Fund$10B148Mar 30, 2017
      Vista Equity Partners Fund Viii, L.P.Private Equity Fund$8.3B161Mar 31, 2023
      Vista Equity Partners Fund V, L.P.Private Equity Fund$7.9B133Mar 31, 2015
      Vista Equity Partners Fund Vi-A, L.P.Private Equity Fund$6.1B123Mar 30, 2017
      Vista Equity Partners Fund V-A, L.P.Private Equity Fund$3.2B37Mar 31, 2015
      Vista Foundation Fund IV, L.P.Private Equity Fund$3.1B150Mar 31, 2021
      Vista Equity Partners Fund IV, L.P.Private Equity Fund$3.0B90Feb 14, 2012
      Vista Foundation Fund III, L.P.Private Equity Fund$2.9B76Mar 30, 2017
      Merritt Vi Aggregator, LLCno longer reportedPrivate Equity Fund$2.5B9Mar 29, 2019
      Vista Foundation Fund IV-A, L.P.Private Equity Fund$1.7B121Mar 31, 2021
      Vista Equity Partners Perennial A, L.P.Private Equity Fund$1.6B10Mar 29, 2019
      Vista Equity Partners Perennial, L.P.Private Equity Fund$1.4B9Dec 5, 2017
      Vepf V Co-Invest 1-A, L.P.Private Equity Fund$1.3B15Mar 31, 2015
      Vista Equity Endeavor Fund II, L.P.Private Equity Fund$1.2B34Mar 30, 2020
      Vista Foundation Fund II, L.P.Private Equity Fund$858M67Mar 28, 2014
      Vista Foundation Fund III-A, L.P.Private Equity Fund$829M53Mar 30, 2017
      Vista Platform Fund I, L.P.Private Equity Fund$782M2Mar 31, 2022
      Vista Co-Invest Fund 2018-2, L.PPrivate Equity Fund$769M2Mar 30, 2020
      Vepf Viii Co-Invest 1-A, L.P.Private Equity Fund$742M33Mar 31, 2023
      Vista Public Strategies Fund, L.P.Hedge Fund$672M69Mar 31, 2015
      Vepf IV Co-Invest 1a, L.P.Private Equity Fund$639M5Mar 22, 2013
      Vista Equity Partners Fund IV (Parallel), L.P.Private Equity Fund$617M5Feb 14, 2012
      Vista Equity Endeavor Fund I, L.P.Private Equity Fund$617M25Sep 29, 2017
      Vista Equity Partners Fund Vii Equity, L.P.Private Equity Fund$585M69Mar 30, 2020
      Vepf Viii Co-Invest 3-A, L.P.Private Equity Fund$561M38Mar 30, 2024
      Vista Equity Partners Fund Vii-Z, L.P.Private Equity Fund$548M2Mar 29, 2019
      Vepp Co-Invest 1-A, L.P.Private Equity Fund$489M3Mar 31, 2022
      Vepf Vii Co-Invest 5-A, L.P.Private Equity Fund$483M15Mar 31, 2023
      Vepf Viii Co-Invest 2-A, L.P.Private Equity Fund$389M23Mar 30, 2024
      Vepf V Co-Invest 1, L.P.Private Equity Fund$370M9Mar 30, 2016
      Vista Co-Invest Fund 2017-3, L.P.Private Equity Fund$339M2Dec 5, 2017
      Vista Co-Invest Fund 2018-1, L.P.Private Equity Fund$294M2Mar 29, 2018
      Vepf Ivx Co-Invest 1-A, L.P.Private Equity Fund$293M3Sep 29, 2017
      Vista Equity Fund II, L.P.no longer reportedPrivate Equity Fund$265M14Feb 14, 2012
      Vepf V Co-Invest 1-B, L.P.Private Equity Fund$236M3Mar 30, 2016
      Vista Equity Partners Fund Vii-B, L.P.Private Equity Fund$213M13Mar 30, 2020
      Vista Foundation Fund II-A, L.P.Private Equity Fund$201M13Mar 28, 2014
      All funds of Vista Equity Partners Management, LLC
      Owners and control persons
      Schedule A and B, latest filing
      • Nicole Rachel Arnold · Senior Managing Director, Co-Head Of Endeavor Fund, Member Of Executive Committeecontrol
        since 04/2022 · owns less than 5%
      • Andrew David Breach · President And Chief Operating Officer, Member Of Executive Committeecontrol
        since 04/2015 · owns less than 5%
      • Bennett Lauren Dillard · Senior Managing Director, Chief Financial Officer, Member Of Executive Committeecontrol
        since 04/2022 · owns less than 5%
      • J David Flannery · Senior Managing Director And President Of Vista Credit Partners, Member Of Executive Committeecontrol
        since 11/2018 · owns less than 5%
      • Eugene Michael Fosnaugh · Senior Managing Director And Flagship Fund Co-Head, Private Equity, Member Of Executive Committeecontrol
        since 11/2020 · owns less than 5%
      • Patrick James Hickey · Senior Managing Director And Perennial Fund Co-Head, Permanent Capital, Member Of Executive Committeecontrol
        since 11/2020 · owns less than 5%
      • P Justin Hirsch · Managing Director, Head Of Strategy, Member Of Executive Committeecontrol
        since 04/2022 · owns less than 5%
      • Weni Betty Hung · Managing Director, Private Equity, Member Of Executive Committeecontrol
        since 11/2020 · owns less than 5%
      • Ridgway Gregory Myers · Senior Managing Director And Head Of Capital & Partner Solutions, Member Of Executive Committeecontrol
        since 11/2020 · owns less than 5%
      • Maneet Saroya · Senior Managing Director And Flagship Fund Co-Head, Private Equity, Member Of Executive Committeecontrol
        since 11/2020 · owns less than 5%
      • Patrick Severson · Senior Managing Director, Co-Head Of Foundation Fund, Member Of Executive Committeecontrol
        since 04/2022 · owns less than 5%
      • Frederick Robert Smith · Chairman And Chief Executive Officer, Member Of Executive Committeecontrol
        since 10/2010 · owns less than 5%
      • Nadeem Syed · Senior Managing Director, Private Equity, Member Of Executive Committeecontrol
        since 11/2020 · owns less than 5%
      • Andrew Martin Taylor · Senior Managing Director, Co- Head Of Foundation Fund, Member Of Executive Committeecontrol
        since 04/2023 · owns less than 5%
      • Frederick Robert Smith · Limited Partner Of Vista Holdings Group, L.P.control
        since 07/2015 · owns 25% to 50% of Vista Holdings Group, L.P.
      • Frederick Robert Smith · Managing Member Of Vep Group, LLCcontrol
        since 07/2015 · owns 75% or more of Vep Group, LLC
      • Silvia Christina Lema · Managing Director, General Counsel Of Vista Equity Partners Management, LLC
        since 02/2012 · owns less than 5%
      • Gorham Gwen Reinke · Senior Managing Director, Chief Compliance Officer
        since 01/2015 · owns less than 5%
      • Gregory Alan Schwartz · Senior Managing Director, Chief Legal Officer
        since 01/2020 · owns less than 5%
      Entity owners
      • Vep Group, LLC · Senior Managing Member Of Vista Equity Partners Management, LLC
        direct · owns less than 5%
      • Vhg Capital, L.P. · Member Of Vista Equity Partners Management, LLC
        direct · owns 75% or more
      • Vep Group, LLC · General Partner Of Vhg Capital, L.P.
        indirect · owns F of Vhg Capital, L.P.
      • Vep Group, LLC · General Partner Of Vista Holdings Group, L.P.
        indirect · owns F of Vista Holdings Group, L.P.
      • Vista Holdings Group, L.P. · Limited Partner Of Vhg Capital, L.P.
        indirect · owns 75% or more of Vhg Capital, L.P.
      Related persons
      Schedule D 7.A
      • Veef I Co-Invest 1 Gp, L.P.
        bankpooled vehicle sponsorn
      • Veef I Co-Invest 1 Gp, Ltd.
        pooled vehicle sponsorn
      • Veef II Co-Invest 1-A Gp, L.P.
        bankpooled vehicle sponsorn
      • Veef II Co-Invest 2-A Gp, L.P.
        bankpooled vehicle sponsorn
      • Veef II Co-Invest 3-A Gp, L.P.
        pooled vehicle sponsorn
      • Veef II Co-Invest 4-A Gp, L.P.
        bankpooled vehicle sponsorn
      • Vep Group, LLC
        bankpooled vehicle sponsory
      • Vepf IV Co-Invest 2 Gp, LLC
        pooled vehicle sponsorn
      • Vepf IV Gp (Cayman), L.P.
        pooled vehicle sponsorn
      • Vepf Ivx Gp, Ltd.
        bankpooled vehicle sponsorn
      • Vepf V Co-Invest 1 Gp, LLC
        bankpooled vehicle sponsorn
      • Vepf V Co-Invest 2 Gp, LLC
        bankpooled vehicle sponsorn
      • Vepf V Gp (Cayman), L.P.
        bankpooled vehicle sponsorn
      • Vepf Vi Co-Invest 1 Gp, L.P.
        bankpooled vehicle sponsorn
      • Vepf Vi Co-Invest 3-A Gp, L.P.
        bankpooled vehicle sponsorn
      • Vepf Vii Co Invest 2 Gp, LLC
        bankpooled vehicle sponsorn
      • Vepf Vii Co-Invest 1 Gp, L.P.
        bankpooled vehicle sponsorn
      • Vepf Vii Co-Invest 2 Gp, L.P.
        bankpooled vehicle sponsorn
      • Vepf Vii Co-Invest 2-C Gp, L.P.
        bankpooled vehicle sponsorn
      • Vepf Vii Co-Invest 3-A Gp, L.P.
        bankpooled vehicle sponsorn
      • Vepf Vii Co-Invest 4-A Gp, L.P.
        bankpooled vehicle sponsorn
      • Vepf Vii Co-Invest 5-A Gp, L.P.
        bankpooled vehicle sponsorn
      • Vepf Viii Co-Invest 1-A Gp, L.P.
        bankpooled vehicle sponsorn
      • Vepf Viii Co-Invest 2-A Gp, L.P.
        bankpooled vehicle sponsorn
      • Vepf Viii Co-Invest 3-A Gp, L.P.
        bankpooled vehicle sponsorn
      • Vepp Co-Invest 1-A Gp, L.P.
        bankpooled vehicle sponsorn
      • Vepp Gp, L.P.
        bankpooled vehicle sponsorn
      • Vff II Gp (Cayman), L.P.
        bankpooled vehicle sponsorn
      • Vff III Co-Invest 2 Gp, Ltd.
        bankpooled vehicle sponsorn
      • Vff IV Co-Invest 1 Gp, L.P.
        bankpooled vehicle sponsorn
      Advisers that list Vista Equity Partners Management, LLC as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • Austin, TX128 employees
      • Chicago, IL37 employees
      • New York, NY28 employees
      • Oakland, CA
      What changed
      consecutive filings, newest first
      • Financial planning clients · to unset
        Mar 31, 2026 to Sep 4, 2026
      • Private funds · 125 to unset
        Mar 31, 2026 to Sep 4, 2026
      • Succession · false to unset
        Mar 31, 2026 to Sep 4, 2026
      • Accounts · 120 to 128
        Jul 3, 2025 to Mar 31, 2026
      • Advisory employees · 184 to 159
        Jul 3, 2025 to Mar 31, 2026
      • BD registered reps · 8 to 9
        Jul 3, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 120 to 128
        Jul 3, 2025 to Mar 31, 2026
      • Assets in custody · $100B to $106B
        Jul 3, 2025 to Mar 31, 2026
      • Employees · 702 to 643
        Jul 3, 2025 to Mar 31, 2026
      • Private funds · 115 to 125
        Jul 3, 2025 to Mar 31, 2026
      • Discretionary RAUM · $99B to $105B
        Jul 3, 2025 to Mar 31, 2026
      • Non-discretionary RAUM · $1.2B to $1.3B
        Jul 3, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $100B to $106B
        Jul 3, 2025 to Mar 31, 2026
      • RAUM · $100B to $106B
        Jul 3, 2025 to Mar 31, 2026
      • BD registered reps · 0 to 8
        Mar 31, 2025 to Jul 3, 2025
      • Financial planning clients · unset to
        Mar 31, 2025 to Jul 3, 2025
      • Related broker-dealer · false to true
        Mar 31, 2025 to Jul 3, 2025
      • Accounts · 109 to 120
        Jan 2, 2025 to Mar 31, 2025
      • Advisory employees · 239 to 184
        Jan 2, 2025 to Mar 31, 2025
      • Pooled vehicle clients · 109 to 120
        Jan 2, 2025 to Mar 31, 2025
      • Assets in custody · $101B to $100B
        Jan 2, 2025 to Mar 31, 2025
      • Employees · 666 to 702
        Jan 2, 2025 to Mar 31, 2025
      • Other offices · 4 to 3
        Jan 2, 2025 to Mar 31, 2025
      • Private funds · 104 to 115
        Jan 2, 2025 to Mar 31, 2025
      • Discretionary RAUM · $100B to $99B
        Jan 2, 2025 to Mar 31, 2025
      • Non-discretionary RAUM · $1.1B to $1.2B
        Jan 2, 2025 to Mar 31, 2025
      • Pooled vehicle RAUM · $101B to $100B
        Jan 2, 2025 to Mar 31, 2025
      • RAUM · $101B to $100B
        Jan 2, 2025 to Mar 31, 2025
      • Accounts · 125 to 109
        Feb 14, 2024 to Mar 30, 2024
      • Advisory employees · 220 to 239
        Feb 14, 2024 to Mar 30, 2024
      • Pooled vehicle clients · 125 to 109
        Feb 14, 2024 to Mar 30, 2024
      • Assets in custody · $104B to $101B
        Feb 14, 2024 to Mar 30, 2024
      • Employees · 607 to 666
        Feb 14, 2024 to Mar 30, 2024
      • Other offices · 5 to 4
        Feb 14, 2024 to Mar 30, 2024
      • Private funds · 99 to 104
        Feb 14, 2024 to Mar 30, 2024
      • Discretionary RAUM · $103B to $100B
        Feb 14, 2024 to Mar 30, 2024
      • Non-discretionary RAUM · $680M to $1.1B
        Feb 14, 2024 to Mar 30, 2024
      • Pooled vehicle RAUM · $104B to $101B
        Feb 14, 2024 to Mar 30, 2024
      • RAUM · $104B to $101B
        Feb 14, 2024 to Mar 30, 2024
      • Other offices · 4 to 5
        Nov 29, 2023 to Feb 14, 2024
      Signals
      19 dated events
      • 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
        May 30, 2023 · Control person joined · fact
      • Bennett Lauren Dillard (Senior Managing Director, Chief Financial Officer, Member Of Executive Committee) appeared on Schedule A of Vista Equity Partners Management, Llc
        Jun 30, 2022 · Control person joined · fact
      • Patrick Severson (Senior Managing Director, Co-Head Of Foundation Fund, Member Of Executive Committee) appeared on Schedule A of Vista Equity Partners Management, Llc
        Jun 30, 2022 · Control person joined · fact
      • 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
        Jun 30, 2022 · Control person joined · fact
      • P Justin Hirsch (Managing Director, Head Of Strategy, Ex-Officio Member Of Executive Committee) appeared on Schedule A of Vista Equity Partners Management, Llc
        Jun 30, 2022 · Control person joined · fact
      • 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)
        Jun 30, 2022 · Control person left · inference
      • 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)
        Jun 30, 2022 · Control person left · inference
      • Vista Equity Partners Management, Llc reported RAUM $97.0B, up 27% from $76.5B (2021-12-23 to 2022-03-31)
        Mar 31, 2022 · RAUM change · derived
      • 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)
        Mar 31, 2022 · Control person left · inference
      • 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
        Dec 8, 2020 · Control person joined · fact
      • 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
        Dec 8, 2020 · Control person joined · fact
      • 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
        Dec 8, 2020 · Control person joined · fact
      • Weni Betty Hung (Operating Managing Director, Private Equity, Member Of Executive Committee) appeared on Schedule A of Vista Equity Partners Management, Llc
        Dec 8, 2020 · Control person joined · fact
      • 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
        Dec 8, 2020 · Control person joined · fact
      • 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
        Dec 8, 2020 · Control person joined · fact
      • Nadeem Syed (Operating Managing Director, Private Equity, Member Of Executive Committee) appeared on Schedule A of Vista Equity Partners Management, Llc
        Dec 8, 2020 · Control person joined · fact
      • N Brian Sheth (President) no longer on Schedule A of Vista Equity Partners Management, Llc (listed 2020-10-21, absent 2020-12-08)
        Dec 8, 2020 · Control person left · inference
      • Vista Equity Partners Management, Llc reported RAUM $56.6B, up 58% from $35.9B (2019-02-21 to 2019-03-29)
        Mar 29, 2019 · RAUM change · derived
      • J David Flannery (President Of Vista Credit Partners) appeared on Schedule A of Vista Equity Partners Management, Llc
        Feb 21, 2019 · Control person joined · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/vista-equity-partnersreportedpublic record, Form ADV, Sep 17, 2026
      Website
      vistaone.vistaequitypartners.comreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      415-765-6500reportedpublic record, Form ADV, Sep 4, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026