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VISTA EQUITY PARTNERS GROUP

Business and Investment Profile

The VISTA EQUITY PARTNERS GROUP is a privately held investment adviser that advises $116.22Bn in regulatory assets under management held in 3 SEC fund types across 4 investment strategies. VISTA EQUITY PARTNERS GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 48.37% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 14.35 years and is comprised of 3 filing and 4 relying advisers. They operate out of 4 office locations with their Headquarters at FOUR EMBARCADERO CENTER 20TH FLOOR, SAN FRANCISCO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 33 US and Non-US bodies.

Employee Profile

They have 694 employees comprised of 181 investment and 513 non-investment staff. The total number of Employees increased by 50.22% over the last 5-years.

Asset Profile

Their $116.22Bn in assets advised are owned by 156 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $114.38Bn or 98.42% of Total Assets and Business Development Companies (BDC) own $1.77Bn or 1.53% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Traditional LBO, FI/Credit - Diverse and FI/Credit - Lending, representing 91.33%, 7.22% and 1.44% of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Business Development Companies (BDC).

Service Provider Profile

The Group uses 4 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 11 Custodians and 25 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

VISTA EQUITY PARTNERS GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.

Full profile: VISTA EQUITY PARTNERS GROUP

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Keywords: Vista Equity Partners Group, Vista Credit BDC Management, Vista Credit Partners, Vista Equity Partners Management, BDC, Vista
Generated 2026-09-12T06:47:46.1481408.  © 2026 Convergence.