VISTA EQUITY PARTNERS MANAGEMENT, LLC

Four Embarcadero Center
20th Floor
San Francisco, California 94111
Tel: 415-765-6500

About VISTA EQUITY PARTNERS MANAGEMENT, LLC

VISTA EQUITY PARTNERS MANAGEMENT, LLC, formally registered with the SEC as VISTA EQUITY PARTNERS MANAGEMENT, LLC. The firm was established in 03/30/2012. They have over 5 offices throughout the country.

VISTA EQUITY PARTNERS MANAGEMENT, LLC is a San Francisco, California based Financial Planning firm with nearly $100,968,246,570 assets under management, offering retirement planning & investment advisory services to 109 clients. The firm is staffed with 666 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156973
SEC#	801-73726
Assets Managed by Firm	$100,968,246,570
No. of Clients	109
No. of Advisors	666

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	109	$100,968,246,570

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