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VISTA EQUITY PARTNERS MANAGEMENT, LLC

SAN FRANCISCO, CA · CRD 156973 · IAPD ↗ · 415-765-6500

$106.02BRegulatory AUM
159Advisory reps
643Employees
0Clients
n/aPlanning clients
125Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — VISTA EQUITY PARTNERS MANAGEMENT, LLC shrank from 184 to 159 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2025 — VISTA EQUITY PARTNERS MANAGEMENT, LLC shrank from 239 to 184 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2024 — VISTA EQUITY PARTNERS MANAGEMENT, LLC grew from 220 to 239 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
March 2024 — VISTA EQUITY PARTNERS MANAGEMENT, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.