# Vista Equity Partners Management, LLC

> Vista Equity Partners Management, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 156973
- Filed as: VISTA EQUITY PARTNERS MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156973
- AdvisorCensus page: https://advisorcensus.com/firm/vista-equity-partners-management-llc-san-francisco-ca-156973

## Quick answers

**How is Vista Equity Partners Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vista Equity Partners Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Vista Equity Partners Management, LLC located?**
Vista Equity Partners Management, LLC's principal office is in San Francisco, CA, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Vista Equity Partners Management, LLC registered with the SEC or a state?**
Vista Equity Partners Management, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 156973.

**How much does Vista Equity Partners Management, LLC manage?**
Vista Equity Partners Management, LLC reports $106,022,254,910 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (99% discretionary).

**How have Vista Equity Partners Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Vista Equity Partners Management, LLC: Regulatory assets under management: $76,490,208,523 in the October 2021 data and $106,022,254,910 in the October 2026 data, up 39%. Total employees: 462 in October 2021 and 643 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vista Equity Partners Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (128).

**Does Vista Equity Partners Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156973

**What changed in Vista Equity Partners Management, LLC's recent Form ADV filings?**
In the October 2026 filing data: Changed its office addresses in Austin, TX. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $106,022,254,910
- Discretionary: $104,729,127,635
- Non-discretionary: $1,293,127,275

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 128 | $106,022,254,910 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 643 total, 159 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Austin, TX
- Chicago, IL
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- pws.vistaequitypartners.com
- vistaequitypartners.com
- vistaone.vistaequitypartners.com
- Facebook @VistaEquityPartners
- Instagram @vistaequitypartners
- LinkedIn @vista-equity-partners
- X @Vista_Equity
- YouTube @Vista_Equity_Partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $76,490,208,523 | 462 | September 2, 2021 |
| October 2022 | $96,967,930,943 | 503 | August 15, 2022 |
| October 2023 | $103,800,616,740 | 607 | August 29, 2023 |
| October 2024 | $100,968,246,570 | 666 | May 8, 2024 |
| October 2025 | $100,078,504,276 | 702 | July 3, 2025 |
| October 2026 | $106,022,254,910 | 643 | September 4, 2026 |

Regulatory assets under management: $76,490,208,523 in the October 2021 data and $106,022,254,910 in the October 2026 data, up 39%.
Total employees: 462 in October 2021 and 643 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Changed its office addresses in Austin, TX.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 184 to 159.
- Changed its office addresses in New York, NY.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vista Equity Partners Management, LLC (CRD 156973): Form ADV filing data as of October 2026.