Vista Equity Partners Management, LLC

Registered investment adviser · San Francisco, CA · CRD #156973

Form ADV data as of 2026-09-01

Regulatory assets

$106.02 billion

Total accounts

128

Employees

643

Disclosure events

Firm details

Website: https://www.youtube.com/@vista_equity_partners
Telephone: 415-765-6500
SEC file number: 801-73726
Most recent Form ADV filing: 2026-03-31
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$104.73 billion
Non-discretionary regulatory assets under management	$1.29 billion
Total regulatory assets under management	$106.02 billion
Discretionary accounts	120
Non-discretionary accounts	8
Total accounts	128
Regulatory assets under management attributable to non-U.S. persons	$56.57 billion

People

Total employees (excluding clerical)	643
Employees performing investment advisory functions (including research)	159
Employees who are registered representatives of a broker-dealer	9
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$106.02 billion
Clients for whom the firm has custody	128
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$106.02 billion
Clients for whom a related person has custody	128
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	8

How the firm is compensated

A percentage of assets under managementPerformance-based fees

Advisory services offered

Portfolio management for pooled investment vehicles

Other business activities

Commodity pool operator or commodity trading advisor

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Commodity pool operator or commodity trading advisorSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys securities from or sells securities to advisory clients (principal transactions)
Buys or sells for itself securities it also recommends to clients
Recommends securities for which it serves as underwriter or general partner
Recommends securities in which it has another sales interest
Brokers or dealers selected under 8.C.(3) are related persons
Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons
Receives soft dollar benefits

Client types

Type of client	Clients	Assets
Pooled investment vehicles (other than investment companies and BDCs)	128	$106.02 billion