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VISTA EQUITY PARTNERS MANAGEMENT, LLC

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

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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 $103,800,616,740 assets under management, offering retirement planning & investment advisory services to 125 clients. The firm is staffed with 607 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#156973
SEC#801-73726
Assets Managed by Firm$103,800,616,740
No. of Clients125
No. of Advisors607

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for pooled Investment

Firm Client Information

No. of ClientsAUM
Firm Total125$103,800,616,740
Other investment advisersFewer than 5 clients$33,374,801

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