Vista Equity Partners Management, LLC is a large advisory firm based in San Francisco. It manages $56.62 billion of regulatory assets for 69 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Illinois, and Texas.
Vista Equity Partners Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vista Equity Partners Management, LLC is $56.62 billion. The firm's AUM has grown by 259% since the beginning of its operation, and $38.41 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Vista Equity Partners Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Brian N Sheth is pooled investment vehicles with 69 clients and $56.62 billion of assets under management. Among the 8 most similar advisory firms, Vista Equity Partners Management has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $56.62 billion for 69 clients. 42% of the firm’s clients are foreign persons or businesses.
Vista Equity Partners Management also advises several private funds. Namely, eight hedge funds and fifty six private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.
The company employs 248 people that are either part- or full-time employees. 48 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Brian N Sheth has been acting as President since 1 Oct 2010. Llc Vista Equity Partners Management joined the executive team most recently as the Limited Partner Of Veef Management, L.P..
The principal office where Vista Equity Partners Management, LLC performs its advisory services is located at Four Embarcadero Center, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in Austin, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-765-6500 or by fax 415-765-6666. The normal business hours are 8:00am cst to 5:00pm pst on Monday - Friday. You can find more information about the New York firm at vistacreditopportunities.com.