Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Vista Equity Partners Management, LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
VHG CAPITAL, L.P.Direct owner · Schedule AInterest in VISTA EQUITY PARTNERS MANAGEMENT, LLC
75%+
ROBERT FREDERICK SMITHDirect owner · Schedule AInterest in VISTA EQUITY PARTNERS MANAGEMENT, LLC
< 5%
DAVID ANDREW BREACHDirect owner · Schedule AInterest in VISTA EQUITY PARTNERS MANAGEMENT, LLC
< 5%
VEP GROUP, LLCDirect owner · Schedule AInterest in VISTA EQUITY PARTNERS MANAGEMENT, LLC
< 5%
MICHAEL EUGENE FOSNAUGHDirect owner · Schedule AInterest in VISTA EQUITY PARTNERS MANAGEMENT, LLC
< 5%
JAMES PATRICK HICKEYDirect owner · Schedule AInterest in VISTA EQUITY PARTNERS MANAGEMENT, LLC
< 5%
BETTY WENI HUNGDirect owner · Schedule AInterest in VISTA EQUITY PARTNERS MANAGEMENT, LLC
< 5%
MANEET SAROYADirect owner · Schedule AInterest in VISTA EQUITY PARTNERS MANAGEMENT, LLC
< 5%
Nadeem SyedDirect owner · Schedule AInterest in VISTA EQUITY PARTNERS MANAGEMENT, LLC
< 5%
LAUREN BENNETT DILLARDDirect owner · Schedule AInterest in VISTA EQUITY PARTNERS MANAGEMENT, LLC
< 5%
Patrick SeversonDirect owner · Schedule AInterest in VISTA EQUITY PARTNERS MANAGEMENT, LLC
< 5%
RACHEL NICOLE ARNOLDDirect owner · Schedule AInterest in VISTA EQUITY PARTNERS MANAGEMENT, LLC
< 5%
JUSTIN P HIRSCHDirect owner · Schedule AInterest in VISTA EQUITY PARTNERS MANAGEMENT, LLC
< 5%
Martin Andrew TaylorDirect owner · Schedule AInterest in VISTA EQUITY PARTNERS MANAGEMENT, LLC
< 5%
SUZANNE O'LEARY DONOHOEDirect owner · Schedule AInterest in VISTA EQUITY PARTNERS MANAGEMENT, LLC
< 5%
ROBERT FREDERICK SMITHIndirect owner · Schedule BInterest in VEP GROUP, LLC
75%+
VISTA HOLDINGS GROUP, L.P.Indirect owner · Schedule BInterest in VHG CAPITAL, L.P.
75%+
ROBERT FREDERICK SMITHIndirect owner · Schedule BInterest in VISTA HOLDINGS GROUP, L.P.
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Vista Equity Partners Management, LLC.
Reported ownership and control details
Form ADV · Filing date 2026-09-04 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | ROBERT FREDERICK SMITHCHAIRMAN AND CHIEF EXECUTIVE OFFICER, MEMBER OF EXECUTIVE COMMITTEEIndividual | VISTA EQUITY PARTNERS MANAGEMENT, LLC | Less than 5%Code NA | Yes | CHAIRMAN AND CHIEF EXECUTIVE OFFICER, MEMBER OF EXECUTIVE COMMITTEE10/2010 | Schedule APDF page 716 |
| 2 | CHRISTINA SILVIA LEMASENIOR MANAGING DIRECTOR, CHIEF LEGAL OFFICER, CO-HEAD OF LEGAL & COMPLIANCEIndividual | VISTA EQUITY PARTNERS MANAGEMENT, LLC | Less than 5%Code NA | No | SENIOR MANAGING DIRECTOR, CHIEF LEGAL OFFICER, CO-HEAD OF LEGAL & COMPLIANCE02/2012 | Schedule APDF page 716 |
| 3 | DAVID ANDREW BREACHPRESIDENT, MEMBER OF EXECUTIVE COMMITTEEIndividual | VISTA EQUITY PARTNERS MANAGEMENT, LLC | Less than 5%Code NA | Yes | PRESIDENT, MEMBER OF EXECUTIVE COMMITTEE04/2015 | Schedule APDF page 716 |
| 4 | GWEN GORHAM REINKESENIOR MANAGING DIRECTOR, GLOBAL CHIEF COMPLIANCE OFFICER, CO-HEAD, LEGAL & COMPLIANCEIndividual | VISTA EQUITY PARTNERS MANAGEMENT, LLC | Less than 5%Code NA | No | SENIOR MANAGING DIRECTOR, GLOBAL CHIEF COMPLIANCE OFFICER, CO-HEAD, LEGAL & COMPLIANCE01/2015 | Schedule APDF page 716 |
| 5 | VEP GROUP, LLCSENIOR MANAGING MEMBER OF VISTA EQUITY PARTNERS MANAGEMENT, LLCDomestic entity | VISTA EQUITY PARTNERS MANAGEMENT, LLC | Less than 5%Code NA | Yes | SENIOR MANAGING MEMBER OF VISTA EQUITY PARTNERS MANAGEMENT, LLC07/2015 | Schedule APDF page 716 |
| 6 | MICHAEL EUGENE FOSNAUGHSENIOR MANAGING DIRECTOR AND FLAGSHIP FUND CO-HEAD, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEEIndividual | VISTA EQUITY PARTNERS MANAGEMENT, LLC | Less than 5%Code NA | Yes | SENIOR MANAGING DIRECTOR AND FLAGSHIP FUND CO-HEAD, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE11/2020 | Schedule APDF page 716 |
| 7 | JAMES PATRICK HICKEYSENIOR MANAGING DIRECTOR AND PERENNIAL FUND CO-HEAD, PERMANENT CAPITAL, MEMBER OF EXECUTIVE COMMITTEEIndividual | VISTA EQUITY PARTNERS MANAGEMENT, LLC | Less than 5%Code NA | Yes | SENIOR MANAGING DIRECTOR AND PERENNIAL FUND CO-HEAD, PERMANENT CAPITAL, MEMBER OF EXECUTIVE COMMITTEE11/2020 | Schedule APDF page 716 |
| 8 | BETTY WENI HUNGMANAGING DIRECTOR, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEEIndividual | VISTA EQUITY PARTNERS MANAGEMENT, LLC | Less than 5%Code NA | Yes | MANAGING DIRECTOR, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE11/2020 | Schedule APDF page 716 |
| 9 | MANEET SAROYASENIOR MANAGING DIRECTOR AND FLAGSHIP FUND CO-HEAD, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEEIndividual | VISTA EQUITY PARTNERS MANAGEMENT, LLC | Less than 5%Code NA | Yes | SENIOR MANAGING DIRECTOR AND FLAGSHIP FUND CO-HEAD, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE11/2020 | Schedule APDF page 716 |
| 10 | Nadeem SyedSENIOR MANAGING DIRECTOR, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEEIndividual | VISTA EQUITY PARTNERS MANAGEMENT, LLC | Less than 5%Code NA | Yes | SENIOR MANAGING DIRECTOR, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE11/2020 | Schedule APDF page 716 |
| 11 | VHG CAPITAL, L.P.MEMBER OF VISTA EQUITY PARTNERS MANAGEMENT, LLCDomestic entity | VISTA EQUITY PARTNERS MANAGEMENT, LLC | 75% or moreCode E | Yes | MEMBER OF VISTA EQUITY PARTNERS MANAGEMENT, LLC10/2021 | Schedule APDF page 716 |
| 12 | LAUREN BENNETT DILLARDSENIOR MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER, MEMBER OF EXECUTIVE COMMITTEEIndividual | VISTA EQUITY PARTNERS MANAGEMENT, LLC | Less than 5%Code NA | Yes | SENIOR MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER, MEMBER OF EXECUTIVE COMMITTEE04/2022 | Schedule APDF page 716 |
| 13 | Patrick SeversonSENIOR MANAGING DIRECTOR, CO-HEAD OF FOUNDATION FUND, MEMBER OF EXECUTIVE COMMITTEEIndividual | VISTA EQUITY PARTNERS MANAGEMENT, LLC | Less than 5%Code NA | Yes | SENIOR MANAGING DIRECTOR, CO-HEAD OF FOUNDATION FUND, MEMBER OF EXECUTIVE COMMITTEE04/2022 | Schedule APDF page 716 |
| 14 | RACHEL NICOLE ARNOLDSENIOR MANAGING DIRECTOR, CO-HEAD OF ENDEAVOR FUND, MEMBER OF EXECUTIVE COMMITTEEIndividual | VISTA EQUITY PARTNERS MANAGEMENT, LLC | Less than 5%Code NA | Yes | SENIOR MANAGING DIRECTOR, CO-HEAD OF ENDEAVOR FUND, MEMBER OF EXECUTIVE COMMITTEE04/2022 | Schedule APDF page 717 |
| 15 | JUSTIN P HIRSCHSENIOR MANAGING DIRECTOR, HEAD OF STRATEGY, MEMBER OF EXECUTIVE COMMITTEEIndividual | VISTA EQUITY PARTNERS MANAGEMENT, LLC | Less than 5%Code NA | Yes | SENIOR MANAGING DIRECTOR, HEAD OF STRATEGY, MEMBER OF EXECUTIVE COMMITTEE04/2022 | Schedule APDF page 717 |
| 16 | Martin Andrew TaylorSENIOR MANAGING DIRECTOR, CO- HEAD OF FOUNDATION FUND, MEMBER OF EXECUTIVE COMMITTEEIndividual | VISTA EQUITY PARTNERS MANAGEMENT, LLC | Less than 5%Code NA | Yes | SENIOR MANAGING DIRECTOR, CO- HEAD OF FOUNDATION FUND, MEMBER OF EXECUTIVE COMMITTEE04/2023 | Schedule APDF page 717 |
| 17 | Gursimarjit SinghMANAGING DIRECTOR, PRIVATE EQUITY HEAD OF COMPLIANCEIndividual | VISTA EQUITY PARTNERS MANAGEMENT, LLC | Less than 5%Code NA | No | MANAGING DIRECTOR, PRIVATE EQUITY HEAD OF COMPLIANCE01/2025 | Schedule APDF page 717 |
| 18 | SUZANNE O'LEARY DONOHOECHIEF OPERATING OFFICER, CHIEF COMMERCIAL OFFICER, MEMBER OF EXECUTIVE COMMITTEEIndividual | VISTA EQUITY PARTNERS MANAGEMENT, LLC | Less than 5%Code NA | Yes | CHIEF OPERATING OFFICER, CHIEF COMMERCIAL OFFICER, MEMBER OF EXECUTIVE COMMITTEE02/2026 | Schedule APDF page 717 |
| 19 | VEP GROUP, LLCGENERAL PARTNER OF VISTA HOLDINGS GROUP, L.P.Domestic entity | VISTA HOLDINGS GROUP, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER OF VISTA HOLDINGS GROUP, L.P.07/2015 | Schedule BPDF page 717 |
| 20 | ROBERT FREDERICK SMITHLIMITED PARTNER OF VISTA HOLDINGS GROUP, L.P.Individual | VISTA HOLDINGS GROUP, L.P. | 25% to less than 50%Code C | Yes | LIMITED PARTNER OF VISTA HOLDINGS GROUP, L.P.07/2015 | Schedule BPDF page 717 |
| 21 | ROBERT FREDERICK SMITHMANAGING MEMBER OF VEP GROUP, LLCIndividual | VEP GROUP, LLC | 75% or moreCode E | Yes | MANAGING MEMBER OF VEP GROUP, LLC07/2015 | Schedule BPDF page 717 |
| 22 | VISTA HOLDINGS GROUP, L.P.LIMITED PARTNER OF VHG CAPITAL, L.P.Domestic entity | VHG CAPITAL, L.P. | 75% or moreCode E | No | LIMITED PARTNER OF VHG CAPITAL, L.P.10/2021 | Schedule BPDF page 717 |
| 23 | VEP GROUP, LLCGENERAL PARTNER OF VHG CAPITAL, L.P.Domestic entity | VHG CAPITAL, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER OF VHG CAPITAL, L.P.10/2021 | Schedule BPDF page 717 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 9/4/2026 12:19:20 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.