RIA Intel›Advisers›California›VISTA EQUITY PARTNERS MANAGEMENT, LLC

VISTA EQUITY PARTNERS MANAGEMENT, LLC

Institutional

N·SAN FRANCISCO, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$106.0B
1-Year AUM Growth
-0.9%
3-Year CAGR
+1.1%
Employees
159
Assets Under Management
Total AUM$106.0B
Discretionary AUM$104.7B
Non-Discretionary AUM$1.3B
Discretionary %98.8%
Total Clients120
Team
Total Employees159
Investment Advisers643
Employee Growth (1Y)+8.6%
Filing History
Total Filings on Record46
First FilingFeb 14, 2012
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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