Vista Equity Partners Iii, LLC is a large advisory firm based in San Francisco. It manages $15.77 billion of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Illinois, and Texas.
Vista Equity Partners Iii provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vista Equity Partners Iii, LLC is $15.77 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 222% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vista Equity Partners Iii, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Brian N Sheth has been acting as President since 1 Oct 2010. David Andrew Breach joined the executive team most recently as the Chief Operating Officer And Chief Legal Officer.
The principal office where Vista Equity Partners Iii, LLC performs its advisory services is located at Four Embarcadero Center, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-765-6500 or by fax 415-765-6666. The normal business hours are 8:00am cst to 5:00 pm pst on Monday - Friday. You can find more information about the New York firm at vistacreditopportunities.com.