Vista Equity Partners Management, LLC
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Learn more about Vista Equity Partners Management, LLC
Overview
Vista Equity Partners Management, LLC is located at Four Embarcadero Center, San Francisco, CA. The firm employs 239 financial advisors to manage client portfolios and provide financial guidance. Vista Equity Partners Management, LLC is not a registered broker-dealer.
Vista Equity Partners Management, LLC oversees $101.0 billion in assets under management across 109 accounts, of which 102 are discretionary and 7 are non-discretionary. The services offered include portfolio management for pooled investment vehicles. The firm caters to pooled investment vehicles, with this type being the largest client type by accounts. The fee structure at Vista Equity Partners Management, LLC includes asset-based and performance-based fees. The firm maintains affiliations with a commodity pool advisor.
Vista Equity Partners Management, LLC is registered in the states of California, Illinois, and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Vista Equity Partners Management, LLC by the Numbers
$101.0 billion
666
109
$926.3 million
Fee Structure
Fees for financial management typically are based on which services the firm provides the client. Fees charged by Vista Equity Partners Management, LLC likely consist of any combination of the following fee structures: asset-based or performance-based.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles. Vista Equity Partners Management, LLC's largest client group by number of accounts is pooled investment vehicles.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Vista Equity Partners Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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