# VISTA EQUITY PARTNERS MANAGEMENT, LLC

VISTA EQUITY PARTNERS MANAGEMENT, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 156973
- Type: SEC-registered investment adviser
- SEC file number: 801-73726
- Location: FOUR EMBARCADERO CENTER, 20TH FLOOR, SAN FRANCISCO, CA, 94111
- Phone: 415-765-6500
- Latest filing: 2026-03-31
- Regulatory AUM: $106.0B
- Discretionary AUM: $104.7B
- Non-discretionary AUM: $1.3B
- Clients: 643
- Accounts: 128

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (40)

_Showing 25 of 40 people._

| Name | Role | Location |
| --- | --- | --- |
| David Andrew Breach | PRESIDENT AND CHIEF OPERATING OFFICER, MEMBER OF EXECUTIVE COMMITTEE; PRESIDENT, MEMBER OF EXECUTIVE COMMITTEE | San Francisco, CA |
| Nadeem Syed | SENIOR MANAGING DIRECTOR, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE | SALT LAKE CITY, UT |
| Taylor Andrew | SENIOR MANAGING DIRECTOR, CO- HEAD OF FOUNDATION FUND, MEMBER OF EXECUTIVE COMMITTEE | Eatontown, NJ |
| PATRICK SEVERSON | SENIOR MANAGING DIRECTOR, CO-HEAD OF FOUNDATION FUND, MEMBER OF EXECUTIVE COMMITTEE | SAN FRANCISCO, CA |
| Robert Frederick Smith | CHAIRMAN AND CHIEF EXECUTIVE OFFICER, MEMBER OF EXECUTIVE COMMITTEE; LIMITED PARTNER OF VISTA HOLDINGS GROUP, L.P.; MANAGING MEMBER OF VEP GROUP, LLC | — |
| Lauren Bennett Dillard | SENIOR MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER, MEMBER OF EXECUTIVE COMMITTEE | — |
| Alan Gregory Schwartz | SENIOR MANAGING DIRECTOR, CHIEF LEGAL OFFICER; SENIOR MANAGING DIRECTOR, CHIEF LEGAL OFFICER, GLOBAL CHIEF COMPLIANCEOFFICER, CO-HEAD, LEGAL &COMPLIANCE | — |
| Gwen Gorham Reinke | SENIOR MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; SENIOR MANAGING DIRECTOR, GLOBAL CHIEF COMPLIANCE OFFICER; SENIOR MANAGING DIRECTOR, GLOBAL CHIEF COMPLIANCE OFFICER, CO-HEAD, LEGAL & COMPLIANCE | — |
| Michael Eugene Fosnaugh | SENIOR MANAGING DIRECTOR AND FLAGSHIP FUND CO-HEAD, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE | — |
| James Patrick Hickey | SENIOR MANAGING DIRECTOR AND PERENNIAL FUND CO-HEAD, PERMANENT CAPITAL, MEMBER OF EXECUTIVE COMMITTEE | — |
| Betty Weni Hung | MANAGING DIRECTOR, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE | — |
| Maneet Saroya | SENIOR MANAGING DIRECTOR AND FLAGSHIP FUND CO-HEAD, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE | — |
| Rachel Nicole Arnold | SENIOR MANAGING DIRECTOR, CO-HEAD OF ENDEAVOR FUND, MEMBER OF EXECUTIVE COMMITTEE | — |
| Justin P Hirsch | MANAGING DIRECTOR, HEAD OF STRATEGY, MEMBER OF EXECUTIVE COMMITTEE; SENIOR MANAGING DIRECTOR, HEAD OF STRATEGY, MEMBER OF EXECUTIVE COMMITTEE | — |
| Martin Andrew Taylor | SENIOR MANAGING DIRECTOR, CO- HEAD OF FOUNDATION FUND, MEMBER OF EXECUTIVE COMMITTEE | — |
| Christina Silvia Lema | MANAGING DIRECTOR, GENERAL COUNSEL OF VISTA EQUITY PARTNERS MANAGEMENT, LLC | — |
| David J Flannery | SENIOR MANAGING DIRECTOR AND PRESIDENT OF VISTA CREDIT PARTNERS, MEMBER OF EXECUTIVE COMMITTEE | — |
| Gursimarjit Singh | MANAGING DIRECTOR, PRIVATE EQUITY HEAD OF COMPLIANCE | San Francisco, CA |
| Suzanne O'Leary Donohoe | CHIEF OPERATING OFFICER, CHIEF COMMERCIAL OFFICER, MEMBER OF EXECUTIVE COMMITTEE | — |
| SHETH JAGDISH N | LIMITED PARTNER OF VISTA HOLDINGS GROUP, L.P.; PRESIDENT | — |
| REINKE GWEN GORHAM | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; SENIOR MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| FLANNERY TIMOTHY J | PRESIDENT OF VISTA CREDIT PARTNERS; SENIOR MANAGING DIRECTOR AND PRESIDENT OF VISTA CREDIT PARTNERS, MEMBER OF EXECUTIVE COMMITTEE | — |
| LESZCZYNSKI THADDEUS MARION | CHIEF COMPLIANCE OFFICER | — |
| SMITH JOHN ACTON FREDERICK | CHAIRMAN AND CHIEF EXECUTIVE OFFICER; CHAIRMAN AND CHIEF EXECUTIVE OFFICER, MEMBER OF EXECUTIVE COMMITTEE; LIMITED PARTNER OF VISTA HOLDINGS GROUP, L.P. (+1 more) | — |
| WARNKEN-BRILL JOHN RICHARD | CHIEF FINANCIAL OFFICER; SENIOR MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER | — |


## Private funds (125)

Mix: Private Equity Fund 123 · Hedge Fund 2

_Showing 15 of 125 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| VISTA EQUITY PARTNERS FUND VIII-A, L.P. | Private Equity Fund | Delaware | 328 | $13.2B | $10.0M |
| VISTA EQUITY PARTNERS FUND VII-A, L.P. | Private Equity Fund | Cayman Islands | 290 | $11.4B | $10.0M |
| VISTA EQUITY PARTNERS FUND VIII, L.P. | Private Equity Fund | Delaware | 196 | $10.4B | $10.0M |
| VISTA EQUITY PARTNERS FUND VII, L.P. | Private Equity Fund | Cayman Islands | 219 | $10.3B | $10.0M |
| VISTA EQUITY PARTNERS FUND VI, L.P. | Private Equity Fund | Cayman Islands | 151 | $7.6B | $10.0M |
| VISTA EQUITY PARTNERS HUBBLE, L.P. | Private Equity Fund | Delaware | 140 | $6.2B | — |
| VISTA EQUITY PARTNERS FUND VI-A, L.P. | Private Equity Fund | Cayman Islands | 140 | $4.6B | $10.0M |
| VISTA EQUITY PARTNERS FUND V, L.P. | Private Equity Fund | Delaware | 136 | $3.4B | $10.0M |
| VISTA FOUNDATION FUND IV, L.P. | Private Equity Fund | Cayman Islands | 150 | $3.2B | $10.0M |
| VISTA EQUITY PARTNERS FUND IV, L.P. | Private Equity Fund | Delaware | 91 | $2.7B | $10.0M |
| VISTA FOUNDATION FUND III, L.P. | Private Equity Fund | Cayman Islands | 76 | $2.5B | $10.0M |
| VISTA EQUITY PARTNERS PERENNIAL A, L.P. | Private Equity Fund | Cayman Islands | 10 | $2.2B | $50.0M |
| VISTA FOUNDATION FUND V, L.P. | Private Equity Fund | Delaware | 39 | $2.0B | $10.0M |
| VISTA EQUITY PARTNERS PERENNIAL, L.P. | Private Equity Fund | Cayman Islands | 9 | $1.8B | $50.0M |
| VISTA FOUNDATION FUND IV-A, L.P. | Private Equity Fund | Cayman Islands | 124 | $1.7B | $10.0M |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| AUSTIN | TX | 86 | 512-651-3355 |
| AUSTIN | TX | 86 | 512-651-3355 |
| CHICAGO | IL | 33 | 312-229-9500 |
| CHICAGO | IL | 33 | 312-229-9500 |
| NEW YORK | NY | 8 | 212-804-9100 |
| NEW YORK | NY | 8 | 212-804-9100 |


## Fund service providers (5)

- administrator: GEN II FUND SERVICES, LLC — 118 funds
- administrator: GEN II LUXEMBOURG SERVICES SARL — 3 funds
- administrator: BANK OF NEW YORK MELLON — 2 funds
- administrator: GEN II FUND SERVICES LLC
- administrator: HARMONIC FUND SERVICES

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/156973/brochure
- Similar advisers: https://search.stillhousedata.com/firm/156973/similar
- Related entities: https://search.stillhousedata.com/firm/156973/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/156973

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.