Vista Equity Partners Management, LLC
San Francisco, CA·SEC-registered · CRD #156973
Vista Equity Partners Management, LLC is an SEC-registered investment advisory firm in San Francisco, CA managing $106B across 136 client accounts, with 159 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$106B
Client accounts
136
Advisory staff
159
Fee model
Fee-only
How Vista Equity Partners Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Vista Equity Partners Management, LLC
How much does Vista Equity Partners Management, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Vista Equity Partners Management, LLC reports $106B in regulatory assets under management across roughly 136 client accounts.
How does Vista Equity Partners Management, LLC charge?
Vista Equity Partners Management, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Vista Equity Partners Management, LLC a fiduciary?
Yes. Vista Equity Partners Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #156973), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Vista Equity Partners Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Vista Equity Partners Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Vista Equity Partners Management, LLC's public SEC Form ADV filing (CRD #156973, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Vista Equity Partners Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Vista Equity Partners Management, LLC? Claim this profile.