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••••• P•••••••• L•••
Latest filing Sep 4, 2026
First filing on the tape Dec 26, 2023 · 7 filings
SEC status approved since Jan 26, 2024
RAUM
$8.4B
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
51
22 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$8.4B as of Mar 31, 2026
Jan 2, 2025$10B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Jan 2, 20250 then
Employees (5.A)51 as of Mar 31, 2026
Jan 2, 202560 then
Private funds27 as of Mar 31, 2026
Jan 2, 202519 then
RAUM -13% over the last fiscal yearIARs 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
- $290MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.3%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
- -13%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $8.4B, 27 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$8.4B99%
- Other investment advisers$42.6M0.5%
- Insurance companies$21.9M0.3%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 29reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $8.4B for 27 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=1.0derived
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
19 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- A•••••• R•••••• N••••• · Senior Managing Director, Co-Head Of Endeavor Fund, Member Of Executive Committeecontrolsince 04/2022 · owns less than 5%
- B•••••• D••••• A••••• · President And Chief Operating Officer, Member Of Executive Committeecontrolsince 04/2015 · owns less than 5%
- D••••••• L•••••• B•••••• · Senior Managing Director, Chief Financial Officer, Member Of Executive Committeecontrolsince 04/2022 · owns less than 5%
- F•••••••• D••••• J••• · Senior Managing Director And President Of V•••• Credit Partners, Member Of Executive Committeecontrolsince 11/2018 · owns less than 5%
- F•••••••• M••••••• E••••• · Senior Managing Director And Flagship Fund Co-Head, Private Equity, Member Of Executive Committeecontrolsince 11/2020 · owns less than 5%
- H•••••• J••••• P•••••• · Senior Managing Director And Perennial Fund Co-Head, Permanent Capital, Member Of Executive Committeecontrolsince 11/2020 · owns less than 5%
- H•••••• J•••••• P• · Managing Director, Head Of Strategy, Member Of Executive Committeecontrolsince 04/2022 · owns less than 5%
- H•••• B••••• W••• · Managing Director, Private Equity, Member Of Executive Committeecontrolsince 11/2020 · owns less than 5%
- M••••• G••••••• R•••••• · Senior Managing Director And Head Of Capital & Partner S••••••••, Member Of Executive Committeecontrolsince 11/2020 · owns less than 5%
- S•••••• M••••• · Senior Managing Director And Flagship Fund Co-Head, Private Equity, Member Of Executive Committeecontrolsince 11/2020 · owns less than 5%
- S•••••••• P•••••• · Senior Managing Director, Co-Head Of Foundation Fund, Member Of Executive Committeecontrolsince 04/2022 · owns less than 5%
- S••••• R•••••• F•••••••• · Chairman And Chief Executive Officer, Member Of Executive Committeecontrolsince 01/2013 · owns less than 5%
- S•••• N••••• · Senior Managing Director, Private Equity, Member Of Executive Committeecontrolsince 11/2020 · owns less than 5%
- T•••••• M•••••• A••••• · Senior Managing Director, Co- Head Of Foundation Fund, Member Of Executive Committeecontrolsince 04/2023 · owns less than 5%
- S••••• R•••••• F•••••••• · Managing Membercontrolsince 07/2015 · owns 75% or more of V•• G••••• L••
- S••••• R•••••• F•••••••• · Limited Partnercontrolsince 07/2015 · owns 25% to 50% of V•••• H••••••• G••••• L•••
- B••••• K••••••• J••••• · Senior Vice President, Head Of Legal & Compliance, V•••• Credit Partnerssince 10/2020 · owns less than 5%
- R•••••• G•••• G••••• · Senior Managing Director, Chief Compliance Officer, Co-Head, Legal & Compliancesince 01/2015 · owns less than 5%
- S•••••••• A•••• G•••••• · Senior Managing Director, Chief Legal Officer, Co-Head, Legal & Compliancesince 01/2020 · owns less than 5%
Entity owners
- V•••• C••••• G• H•••••• L•• · General Partnerdirect · owns less than 5%
- V•••• C••••• H••••••• G••••• L•• · Limited Partnerdirect · owns 75% or more
- V•• G••••• L•• · General Partnerindirect · owns F of V•••• H••••••• G••••• L•••
- V•• G••••• L•• · Senior Managing Memberindirect · owns F of V•••• C••••• H••••••• G••••• L••
- V•• G••••• L•• · Senior Managing Memberindirect · owns F of V•••• E••••• P••••••• M••••••••• L••
- V•• G••••• L•• · Initial Memberindirect · owns F of V•••• C••••• G• H•••••• L••
- V•• C••••••• L••• · Memberindirect · owns 75% or more of V•••• E••••• P••••••• M••••••••• L••
- V•••• E••••• P••••••• M••••••••• L•• · Memberindirect · owns F of V•••• C••••• H••••••• G••••• L••
- V•••• H••••••• G••••• L••• · Limited Partnerindirect · owns 75% or more of V•• C••••••• L•••
Related persons
Schedule D 7.A
- V••• I•• C•••••••• 1•• G•• L••pooled vehicle sponsorn
- V••• I•• C•••••••• 2•• G•• L••pooled vehicle sponsorn
- V••• I•• C•••••••• 4•• G•• L••pooled vehicle sponsorn
- V••• I•• C•••••••• 5•• G•• L••pooled vehicle sponsorn
- V••• C•••••••• 1•• G•• L••pooled vehicle sponsorn
- V•• G••••• L••bankpooled vehicle sponsory
- V•••• C•••••• S•••••••• F••• G•• L••pooled vehicle sponsorn
- V•••• C•••••••• F••• 2••••• G•• L••pooled vehicle sponsorn
- V•••• C•••••••• F••• 2••••• G•• L•••pooled vehicle sponsorn
- V•••• C••••• B•• M••••••••• L•••investment adviserpooled vehicle sponsoryRAUM $1.8B
- V•••• C••••• O••••••••• F••• I• G•• L••bankpooled vehicle sponsorn
- V•••• C••••• P••••••• F••• I•• G•• L••bankpooled vehicle sponsorn
- V•••• E••••• P••••••• M••••••••• L••investment adviserpooled vehicle sponsoryRAUM $106B
- V•••• O••••••••• C••••• F••• I• G•• L••pooled vehicle sponsorn
- V•••• O••••••••• C••••• F••• I• G•• L••pooled vehicle sponsorn
- V•••• O••••••••• C••••• F••• I•• G•• L••pooled vehicle sponsorn
- V•••• O••••••••• C••••• F••• I• G•• L••pooled vehicle sponsorn
Advisers that list V•••• C••••• P•••••••• L••• as a related person
Offices
Schedule D 1.F, the 25 largest
- Chicago, IL4 employees
- San Francisco, CA2 employees
What changed
consecutive filings, newest first
- Financial planning clients · to unsetMar 31, 2026 to Sep 4, 2026
- Private funds · 27 to unsetMar 31, 2026 to Sep 4, 2026
- Succession · false to unsetMar 31, 2026 to Sep 4, 2026
- Accounts · 27 to 29Jul 3, 2025 to Mar 31, 2026
- Advisory employees · 30 to 22Jul 3, 2025 to Mar 31, 2026
- Pooled vehicle clients · 26 to 27Jul 3, 2025 to Mar 31, 2026
- Assets in custody · $9.6B to $8.4BJul 3, 2025 to Mar 31, 2026
- Employees · 56 to 51Jul 3, 2025 to Mar 31, 2026
- Private funds · 26 to 27Jul 3, 2025 to Mar 31, 2026
- Discretionary RAUM · $9.6B to $8.4BJul 3, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $38.8M to $64.5MJul 3, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $9.6B to $8.4BJul 3, 2025 to Mar 31, 2026
- RAUM · $9.6B to $8.4BJul 3, 2025 to Mar 31, 2026
- Accounts · 26 to 27Mar 31, 2025 to Jul 3, 2025
- BD registered reps · 0 to 1Mar 31, 2025 to Jul 3, 2025
- Pooled vehicle clients · 25 to 26Mar 31, 2025 to Jul 3, 2025
- Financial planning clients · unset to Mar 31, 2025 to Jul 3, 2025
- Private funds · 25 to 26Mar 31, 2025 to Jul 3, 2025
- Related broker-dealer · false to trueMar 31, 2025 to Jul 3, 2025
- Accounts · 20 to 26Feb 27, 2025 to Mar 31, 2025
- Advisory employees · 28 to 30Feb 27, 2025 to Mar 31, 2025
- Pooled vehicle clients · 19 to 25Feb 27, 2025 to Mar 31, 2025
- Assets in custody · $10B to $9.6BFeb 27, 2025 to Mar 31, 2025
- Employees · 60 to 56Feb 27, 2025 to Mar 31, 2025
- Discretionary RAUM · $10B to $9.6BFeb 27, 2025 to Mar 31, 2025
- Non-discretionary RAUM · $35.1M to $38.8MFeb 27, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $10B to $9.6BFeb 27, 2025 to Mar 31, 2025
- RAUM · $10B to $9.6BFeb 27, 2025 to Mar 31, 2025
- Private funds · 19 to 25Jan 2, 2025 to Feb 27, 2025
Signals
1 dated events
- V•••• C••••• P•••••••• L••• filed its initial SEC registration (Form ADV)Dec 26, 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
- Firm profile
- linkedin.com/company/vista-equity-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- vistaequitypartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-804-9100reportedpublic 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