{"url":"https://nivawealth.com/firms/vista-equity-partners-management-156973","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/156973","regulatoryAum":106022254910,"crd":"156973","secFileNumber":"801-73726","legalName":"Vista Equity Partners Management, LLC","displayName":"Vista Equity Partners Management","website":"http://www.vistaequitypartners.com","linkedinUrl":"https://www.linkedin.com/company/vista-equity-partners","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"Four Embarcadero Center, 20th Floor","city":"San Francisco","state":"CA","stateName":"California","country":"United States","postalCode":"94111"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":3,"latestNoticeFiling":"6 October 2014","inventory":{"sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_FIRM_SEC_Feed_10_15_2026.xml.gz","sourceAsOf":"2026-10-15","retrievedAt":"2026-10-16T03:16:53.781384+00:00","noticeFilings":[{"status":"Notice Filed","jurisdiction":"California","effectiveDate":"2014-09-23"},{"status":"Notice Filed","jurisdiction":"Illinois","effectiveDate":"2014-10-06"},{"status":"Notice Filed","jurisdiction":"Texas","effectiveDate":"2014-09-23"}],"registrationStatus":[{"status":"Approved","jurisdiction":"SEC","effectiveDate":"2012-03-30"}]}},"staff":{"employees":643,"advisory":159,"brokerDealerReps":9,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":104729127635,"discretionaryAccounts":120,"nonDiscretionary":1293127275,"nonDiscretionaryAccounts":8,"wrapProgram":null,"nonUsClientsPct":34,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":128,"regulatoryAum":106022254910}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Vista Equity Partners Management has custody of $106.02B for 128 clients.","otherCustodians":[],"leadership":[{"name":"Robert Smith","title":"Chairman and Chief Executive Officer, Member of Executive Committee","crd":"2529114"},{"name":"David Breach","title":"President, Member of Executive Committee","crd":"6441280"},{"name":"Lauren Dillard","title":"Senior Managing Director, Chief Financial Officer, Member of Executive Committee","crd":"6602808"},{"name":"Suzanne Donohoe","title":"Chief Operating Officer, Chief Commercial Officer, Member of Executive Committee","crd":"2198609"},{"name":"Gwen Reinke","title":"Senior Managing Director, Global Chief Compliance Officer, Co-Head, Legal & Compliance","crd":"1554503"},{"name":"Rachel Arnold","title":"Senior Managing Director, Co-Head of Endeavor Fund, Member of Executive Committee","crd":"4233516"},{"name":"Michael Fosnaugh","title":"Senior Managing Director and Flagship Fund Co-Head, Private Equity, Member of Executive Committee","crd":"4568541"},{"name":"James Hickey","title":"Senior Managing Director and Perennial Fund Co-Head, Permanent Capital, Member of Executive Committee","crd":"1196501"},{"name":"Justin Hirsch","title":"Senior Managing Director, Head of Strategy, Member of Executive Committee","crd":"5354689"},{"name":"Betty Hung","title":"Managing Director, Private Equity, Member of Executive Committee","crd":"2807902"},{"name":"Christina Lema","title":"Senior Managing Director, Chief Legal Officer, Co-Head of Legal & Compliance","crd":"6175509"},{"name":"Maneet Saroya","title":"Senior Managing Director and Flagship Fund Co-Head, Private Equity, Member of Executive Committee","crd":"5005952"},{"name":"Patrick Severson","title":"Senior Managing Director, Co-Head of Foundation Fund, Member of Executive Committee","crd":"7587695"},{"name":"Gursimarjit Singh","title":"Managing Director, Private Equity Head of Compliance","crd":"8066918"},{"name":"Nadeem Syed","title":"Senior Managing Director, Private Equity, Member of Executive Committee","crd":"7319839"},{"name":"Martin Taylor","title":"Senior Managing Director, Co- Head of Foundation Fund, Member of Executive Committee","crd":"7755157"}],"ownership":[{"label":"VHG Capital, L.P.","detail":"Member of vista equity partners management, llc in the 75% or more ownership band and a control person, since October 2021."},{"label":"Vep Group, LLC","detail":"Indirect owner: general partner of vista holdings group, l.p. of Vista Holdings Group, L.P. and a control person, since July 2015. Also general partner of vhg capital, l.p. of VHG Capital, L.P. and a control person, since October 2021.","parent":"Vista Holdings Group, L.P."},{"label":"Robert Smith","detail":"Indirect owner: a limited partner of vista holdings group, l.p. of Vista Holdings Group, L.P. in the 25% to 50% band and a control person, since July 2015. Also a managing member of vep group, llc of Vep Group, LLC in the 75% or more band and a control person, since July 2015.","parent":"Vista Holdings Group, L.P."},{"label":"Vista Holdings Group, L.P.","detail":"Indirect owner: a limited partner of vhg capital, l.p. of VHG Capital, L.P. in the 75% or more band, since October 2021.","parent":"VHG Capital, L.P."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"Four Embarcadero Center, 20th Floor","city":"San Francisco","headquarters":true}]},{"state":"Illinois","offices":1,"addresses":[{"street":"180 North Stetson Avenue","city":"Chicago"}]},{"state":"New York","offices":1,"addresses":[{"street":"50 Hudson Yards","city":"New York"}]},{"state":"Texas","offices":1,"addresses":[{"street":"401 West 4th Street","city":"Austin"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"415-765-6500","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":125},"sources":{"adv1FilingDate":"4 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/156973/PDF/156973.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Vista Equity Partners Management have?","answer":"Vista Equity Partners Management has 128 clients and manages $106 billion for them, as of September 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 4 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Vista Equity Partners Management offer?","answer":"Vista Equity Partners Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Vista Equity Partners Management have?","answer":"Vista Equity Partners Management has 0 investment adviser representatives registered with state securities authorities, out of 643 employees, and 159 perform investment advisory functions. 9 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Vista Equity Partners Management?","answer":"Vista Equity Partners Management is owned through a chain of holding companies by Robert Smith. Its direct owner is VHG Capital, L.P. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 4 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Vista Equity Partners Management get paid?","answer":"Vista Equity Partners Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/vista-equity-partners-management-156973/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1569532/000117266126003729/0001172661-26-003729-index.html","totalValue":23247502,"positionCount":1,"top10Share":1,"top10":[{"issuer":"KLARNA GROUP PLC","titleOfClass":"SHS","cusip":"G5279N105","value":23247502,"shares":1148592,"shareType":"SH","priorValue":15035069,"priorShares":1148592}],"positionsListed":1,"positions":[{"issuer":"KLARNA GROUP PLC","titleOfClass":"SHS","cusip":"G5279N105","value":23247502,"shares":1148592,"shareType":"SH","priorValue":15035069,"priorShares":1148592}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}