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.
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SEC-registered adviser
V•••• C••••• B•• M••••••••• L•••
Latest filing Jun 4, 2026
First filing on the tape Jun 21, 2023 · 8 filings
SEC status approved since Jul 21, 2023
RAUM
$1.8B
reported, Item 5.F
Discretionary
100%
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
0
0 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$1.8B as of Jun 4, 2026
Mar 27, 2024$575M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 4, 2026
Mar 27, 20240 then
Employees (5.A)0 as of Jun 4, 2026
Mar 27, 20240 then
Private funds: no history
RAUM +54% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jun 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
- $1.8BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +54%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 investment companiesreportedItem 5.G
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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=0.0derived
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
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••• D••••• A••••• · Presidentcontrolsince 03/2022 · owns less than 5%
- B••••• K••••••• J••••• · Chief Compliance Officercontrolsince 03/2022 · owns less than 5%
- D••••••• L•••••• B•••••• · Chief Financial Officercontrolsince 03/2022 · owns less than 5%
- F•••••••• D••••• J••• · Co-Chief Investment Officercontrolsince 03/2022 · owns less than 5%
- G•••••••• G••••••• T••••• · Co-Chief Investment Officercontrolsince 03/2022 · owns less than 5%
- R•••••• G•••• G••••• · Global Head Of Compliancecontrolsince 06/2023 · owns less than 5%
- S•••••••• A•••• G•••••• · Chief Legal Officercontrolsince 03/2022 · owns less than 5%
- S••••• R•••••• F•••••••• · Chief Executive Officercontrolsince 03/2022 · owns less than 5%
- S••••• R•••••• F•••••••• · Managing Member Of V•• G••••• L••controlsince 07/2015 · owns 75% or more of V•• G••••• L••
Entity owners
- V•••• C••••• G• H•••••• L•• · General Partnerdirect · owns 75% or more
- A•• D•••• D••••••••• H•••••• C•••••• P••• · Sole Shareholderindirect · owns 75% or more of A•• D••••••••• H•••••• L••
- A•• D•••• G••••••••• · Sole Shareholderindirect · owns 75% or more of A•• D•••• D••••••••• H•••••• C•••••• P•••
- A•• C•••••• V•••••• L•••••• · Sole Shareholderindirect · owns 75% or more of A•• C•••••• V••••••• L••••• I• L••
- A•• C•••••• V••••••• L••••• I• L•• · Sole Shareholderindirect · owns 75% or more of L••••• L••••• I• L•
- A•• D••••••••• H•••••• L•• · Sole Shareholderindirect · owns 75% or more of A•• C•••••• V•••••• L••••••
- L••••• L••••• I• L• · Sole Shareholderindirect · owns 75% or more of S••••••• P•••••• F•••• H••••••• I• R•• L••
- S••••••• P•••••• F•••• H••••••• I• R•• L•• · Memberindirect · owns 75% or more of S••••••• V••• P• H••••••• I• L••
- V•• G••••• L•• · Initial Member Of V•••• C••••• G• H•••••• L••indirect · owns F of V•••• C••••• G• H•••••• L••
- S••••••• V••• P• H••••••• I• L•• · L•••••• Partnerdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- V•• G••••• L••bankpooled vehicle sponsory
- V•••• C••••• P•••••••• L•••investment adviserpooled vehicle sponsoryRAUM $8.4B
- V•••• E••••• P••••••• M••••••••• L••investment adviserpooled vehicle sponsoryRAUM $106B
Advisers that list V•••• C••••• B•• M••••••••• L••• as a related person
Offices
Schedule D 1.F, the 25 largest
- Chicago, IL5 employees
- San Francisco, CA2 employees
What changed
consecutive filings, newest first
- Discretionary RAUM · $1.2B to $1.8BJul 3, 2025 to Mar 31, 2026
- RAUM · $1.2B to $1.8BJul 3, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jul 3, 2025
- Related broker-dealer · false to trueMar 31, 2025 to Jul 3, 2025
- Discretionary RAUM · $575M to $1.2BMar 27, 2024 to Mar 31, 2025
- RAUM · $575M to $1.2BMar 27, 2024 to Mar 31, 2025
- Discretionary RAUM · $469M to $575MJan 13, 2024 to Mar 27, 2024
- RAUM · $469M to $575MJan 13, 2024 to Mar 27, 2024
- Accounts · unset to 1.0Jun 21, 2023 to Nov 16, 2023
- Discretionary RAUM · unset to 468945671.0Jun 21, 2023 to Nov 16, 2023
- Non-discretionary RAUM · unset to 0.0Jun 21, 2023 to Nov 16, 2023
- RAUM · unset to 468945671.0Jun 21, 2023 to Nov 16, 2023
Signals
3 dated events
- V•••• C••••• B•• M••••••••• L••• reported RAUM $1.8B, up 54% from $1.2B (2025-07-03 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- V•••• C••••• B•• M••••••••• L••• reported RAUM $1.2B, up 100% from $575.1M (2024-03-27 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- V•••• C••••• B•• M••••••••• L••• filed its initial SEC registration (Form ADV)Jun 21, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- vistaequitypartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (212) 804-9100reportedpublic record, Form ADV, Jun 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