Fund family · SEC Form D record

Vista Foundation Fund funds

Vista Foundation Fund has 6 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2016 to 2024. The newest is Vista Foundation Fund V-A, L.P., first filed Nov 8, 2024. The adviser of record on Form ADV Schedule D is Vista Equity Partners Management, LLC.

Vehicles
6
Numbered generations
3
First filing
2016
Latest filing
Nov 8, 2024

Adviser of record (Form ADV Schedule D) Vista Equity Partners Management, LLC (CRD 156973)

Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.

Fund V

2 vehicles · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Vista Foundation Fund V-A, L.P.CIK 1978244AFirst sale yet to occurEDGAR
Vista Foundation Fund V, L.P.CIK 1978596First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund IV

2 vehicles · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Vista Foundation Fund IV-A, L.P.CIK 1793387AFirst sale yet to occurEDGAR
Vista Foundation Fund IV, L.P.CIK 1793388First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund III

2 vehicles · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Vista Foundation Fund III-A, L.P.CIK 1665413AFirst sale yet to occurEDGAR
Vista Foundation Fund III, L.P.CIK 1665417First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the Vista Foundation Fund funds

How many Vista Foundation Fund funds are there?
The SEC Form D record shows 6 vehicles in 3 numbered generations, the earliest filed May 18, 2016 and the latest filing on Nov 8, 2024. By generation: Fund V (2 vehicles, first filed Nov 8, 2024); Fund IV (2 vehicles, first filed Feb 20, 2020); Fund III (2 vehicles, first filed May 18, 2016).
What is the latest Vista Foundation Fund fund?
Vista Foundation Fund V-A, L.P., which first filed a Form D on Nov 8, 2024. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
Who is the adviser to the Vista Foundation Fund funds?
Vista Equity Partners Management, LLC (RIA, CRD 156973), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
How much have the Vista Foundation Fund funds raised?
Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
How does AltStreet group these funds into a family?
By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.