Four Embarcadero Center
20th Floor
San Francisco, California 94111
Tel: 415-765-6500
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 156973 |
SEC# | 801-73726 |
Assets Managed by Firm | $103,800,616,740 |
No. of Clients | 125 |
No. of Advisors | 607 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 125 | $103,800,616,740 |
Other investment advisers | Fewer than 5 clients | $33,374,801 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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