PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:35 AM ET

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Brian Sheth

Named as an officer, director or promoter on SEC Form D filings · CA · Jan 28, 2010 → Jun 3, 2020

60deals (issuers)
$15.73Breported sold
556investors
79Form D filings
2010–2020years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:19 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Brian Sheth is listed as an executive officer, director, and promoter on 79 SEC Form D filings by 60 issuers between Jan 2010 and Jun 2020. Largest by amount reported sold: Vista Equity Partners Fund VI, L.P. (San Francisco, CA — pooled investment fund — 2016–2017; $6.69B reported sold to 136 investors), Vista Equity Partners Fund VI-A, L.P. (San Francisco, CA — pooled investment fund — 2016–2017; $3.77B reported sold to 101 investors), VISTA EQUITY PARTNERS PERENNIAL A, L.P. (San Francisco, CA — pooled investment fund — 2018–2019; $1.51B reported sold to 7 investors), VISTA EQUITY PARTNERS PERENNIAL, L.P. (San Francisco, CA — pooled investment fund — 2018–2019; $1.51B reported sold to 4 investors), VISTA CREDIT PARTNERS FUND III, L.P. (San Francisco, CA — pooled investment fund — 2020; $646.1M reported sold to 83 investors) and 55 more (all listed below).

What this means That is a lot of deals — 60 separate companies raised money with this person listed as executive officer, director, and promoter, over about 10 years. Across those companies the filings report $15.73B sold in total.

Listed alongside John Warnken-Brill (77 shared filings), Robert F. Smith (77 shared filings), F. VEP Group, LLC (18 shared filings, management entity), F. VEFIIGP, LLC (15 shared filings, management entity), F. Vista Equity Partners Management, LLC (11 shared filings, management entity) and 52 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Brian. Each name links to their own page.

The issuers belong to 2 sponsor groups: Vista (164 issuers, $23.26B reported sold, 2009–2026) and Mri (4 issuers, $549.5M reported sold, 2010–2014).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 79 public filings for Brian Sheth and found 7 differences, 3 worth asking the sponsor about: 23 paid sellers are listed without a CRD number; Brian Sheth is no longer listed on the Mar 23, 2021 amendment; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Brian Sheth has not run yet — it is joining a line of 24,494 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:19 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Brian Sheth..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:19 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

7 differences found between the filings for Brian Sheth — 3 worth asking about (compared the newest 50 of 79 filings on Oct 24, 2026; older filings not covered)

Worth asking · Nov 30, 2016 – Mar 23, 2021

23 paid sellers are listed without a CRD number

Paid seller listed without a CRD number: PrivilEdge Capital SA — VISTA CREDIT PARTNERS FUND III, L.P. · Paid seller listed without a CRD number: Neuberger Berman Australia Pty Limited — VISTA CREDIT PARTNERS FUND III, L.P. · Paid seller listed without a CRD number: Neuberger Berman East Asia Limited — VISTA CREDIT PARTNERS FUND III, L.P. · Paid seller listed without a CRD number: COMPASS GROUP GLOBAL ADVISORS S.A — Vista Foundation Fund IV-A, L.P. · Paid seller listed without a CRD number: PRIVILEDGE CAPITAL SA — Vista Foundation Fund IV-A, L.P. · and 18 more

What this means Without a CRD number we cannot look a seller up on BrokerCheck. Ask who they are and whether they are registered.

Form D/A · Mar 23, 2021 ↗BrokerCheck search: PrivilEdge Capital SA ↗VISTA CREDIT PARTNERS FUND III, L.P. — PartnerFacts page ↗BrokerCheck search: Neuberger Berman Australia Pty Limited ↗
Sources
Note · Mar 11, 2016 – Nov 27, 2019

11 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — VISTA EQUITY PARTNERS PERENNIAL, L.P. (latest filing Nov 27, 2019) · No amendment in the last 12 months on an offering that may still be open — VISTA EQUITY PARTNERS PERENNIAL A, L.P. (latest filing Nov 27, 2019) · No amendment in the last 12 months on an offering that may still be open — Vista Public Strategies Onshore Fund, L.P. (latest filing Apr 1, 2019) · No amendment in the last 12 months on an offering that may still be open — VISTA CREDIT OPPORTUNITIES INTERMEDIATE FUND II-A, L.P. (latest filing Mar 24, 2017) · No amendment in the last 12 months on an offering that may still be open — VISTA CREDIT OPPORTUNITIES FUND II-B, L.P. (latest filing Mar 24, 2017) · and 6 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Nov 27, 2019 ↗VISTA EQUITY PARTNERS PERENNIAL, L.P. — PartnerFacts page ↗Form D/A · Nov 27, 2019 ↗VISTA EQUITY PARTNERS PERENNIAL A, L.P. — PartnerFacts page ↗
Sources
Worth asking · Feb 28, 2020 – Mar 23, 2021

Brian Sheth is no longer listed on the Mar 23, 2021 amendment — VISTA CREDIT PARTNERS FUND III, L.P.

Brian Sheth appears on the Feb 28, 2020 Form D (executive officer) but not on the Mar 23, 2021 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D · Feb 28, 2020 ↗Form D/A · Mar 23, 2021 ↗Brian Sheth — PartnerFacts page ↗VISTA CREDIT PARTNERS FUND III, L.P. — PartnerFacts page ↗
Sources
Worth asking · Dec 17, 2019 – Dec 17, 2020

Brian Sheth is no longer listed on the Dec 17, 2020 amendment — VISTA PUBLIC STRATEGIES OFFSHORE FUND, LTD.

Brian Sheth appears on the Dec 17, 2019 Form D/A (executive officer) but not on the Dec 17, 2020 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Dec 17, 2019 ↗Form D/A · Dec 17, 2020 ↗Brian Sheth — PartnerFacts page ↗VISTA PUBLIC STRATEGIES OFFSHORE FUND, LTD. — PartnerFacts page ↗
Sources
Note · Sep 30, 2010 – Aug 26, 2026

Same name, different state: "Brian N. Sheth" (TX) is a separate record

This page covers filings where the address state is CA. A separate record, "Brian N. Sheth" with address state TX, is listed on 41 filings — most recently by Haveli Bison Co-Invest II, L.P. (Aug 26, 2026). Both records have filings in the same period (Sep 30, 2010 to Jun 3, 2020).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Brian N. Sheth (TX) — PartnerFacts page ↗Form D · Aug 26, 2026 ↗Haveli Bison Co-Invest II, L.P. — PartnerFacts page ↗Brian Sheth (CA) — this page ↗
Sources
Note · Aug 4, 2020

Same name, different state: "BRIAN SHETH" (MN) is a separate record

This page covers filings where the address state is CA. A separate record, "BRIAN SHETH" with address state MN, is listed on 1 filing — most recently by Jamf Holding Corp. (Aug 4, 2020). The two records do not overlap in time: this page runs Jan 28, 2010 to Jun 3, 2020; the other has one filing dated Aug 4, 2020.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

BRIAN SHETH (MN) — PartnerFacts page ↗Form D · Aug 4, 2020 ↗Jamf Holding Corp. — PartnerFacts page ↗Brian Sheth (CA) — this page ↗
Sources
Note · Dec 8, 2011

Same name, different state: "Brian N. Sheth" (IL) is a separate record

This page covers filings where the address state is CA. A separate record, "Brian N. Sheth" with address state IL, is listed on 1 filing — most recently by Brewer Topco LLC (Dec 8, 2011). Both records have filings in the same period (Dec 8, 2011).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Brian N. Sheth (IL) — PartnerFacts page ↗Form D · Dec 8, 2011 ↗Brewer Topco LLC — PartnerFacts page ↗Brian Sheth (CA) — this page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 79 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

4 of 60 offerings report sales commissions totalling $543,959; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jun 3, 2020 D
Vista Credit Partners - SD I, L.P.
File 021-368254
$0$0$0 (est.)
The Management Company is entitled to an administrative expense and the administrative expense is fully disclosed in the Issuer's partnership agreement and related materials.
None listed on this filingEDGAR ↗
Mar 12, 2020 D
Taupo III, L.P.
File 021-362737
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 28, 2020 D
VISTA CREDIT PARTNERS FUND III, L.P.
File 021-361660
$0 (est.)$0 (est.)$0 (est.)
The Management Company is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
PrivilEdge Capital SA no CRD number reported
Neuberger Berman Australia Pty Limited no CRD number reported
Neuberger Berman East Asia Limited no CRD number reported		EDGAR ↗
Feb 20, 2020 D
Vista Foundation Fund IV-A, L.P.
File 021-361000
$0 (est.)$0 (est.)$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
COMPASS GROUP GLOBAL ADVISORS S.A no CRD number reported
PRIVILEDGE CAPITAL SA no CRD number reported
NEUBERGER BERMAN EAST ASIA LIMITED no CRD number reported
NEUBERGER BERMAN AUSTRALIA PTY LIMITED no CRD number reported		EDGAR ↗
Feb 20, 2020 D
Vista Foundation Fund IV, L.P.
File 021-360999
$0 (est.)$0 (est.)$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
COMPASS GROUP GLOBAL ADVISORS S.A no CRD number reported
PRIVILEDGE CAPITAL SA no CRD number reported
NEUBERGER BERMAN EAST ASIA LIMITED no CRD number reported
NEUBERGER BERMAN AUSTRALIA PTY LIMITED no CRD number reported		EDGAR ↗
Dec 17, 2019 D/A
VISTA PUBLIC STRATEGIES OFFSHORE FUND, LTD.
File 021-276594
$0$0$0 (est.)
THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE AND THE MANAGEMENT FEE IS FULLY DISCLOSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
None listed on this filingEDGAR ↗
Nov 27, 2019 D/A
VISTA EQUITY PARTNERS PERENNIAL A, L.P.
File 021-326286
$0$0$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 27, 2019 D/A
VISTA EQUITY PARTNERS PERENNIAL, L.P.
File 021-326284
$0$0$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Sep 27, 2019 D
Vista Co-Invest Fund 2018-2, L.P.
File 021-349905
$0$0$0
The general partner of the Issuer is entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Sep 27, 2019 D
Vista Opportunistic Credit Fund II, L.P.
File 021-349833
$0$0$0 (est.)
The Management Company is entitled to a management fee and the management fee is fully disclosed in the Issuer's partnership agreement and related materials.
None listed on this filingEDGAR ↗
Aug 27, 2019 D
Taupo I, L.P.
File 021-347431
$0$0$0 (est.)None listed on this filingEDGAR ↗
Aug 27, 2019 D
Taupo II, L.P.
File 021-347434
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jun 27, 2019 D
VISTA EQUITY ENDEAVOR FUND II, L.P.
File 021-342917
$0$0$0 (est.)
The general partner is entitled to carried interest. The management company is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jun 26, 2019 D
McCloud, L.P.
File 021-342852
$0$0$0 (est.)None listed on this filingEDGAR ↗
Apr 1, 2019 D/A
Vista Public Strategies Onshore Fund, L.P.
File 021-260392
$0$0$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Dec 13, 2018 D
VFF III Co-Invest 1, L.P.
File 021-327826
$0$0$0
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 9, 2018 D
VEEF I Co-Invest 1, L.P.
File 021-325506
$0$0$0 (est.)
The General Partner and its affiliates are entitled to compensation. The compensation is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Sep 27, 2018 D
Vista Co-Invest Fund 2018-3, L.P.
File 021-322349
$0$0$0 (est.)
The general partner is entitled to compensation. The compensation is fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Aug 30, 2018 D
Vista Equity Partners Fund VII, L.P.
File 021-320420
$0 (est.)$0 (est.)$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
PrivilEdge Capital SA no CRD number reported
Compass Group Global Advisors S.A. no CRD number reported
Neuberger Berman Australia Pty Limited no CRD number reported
Neuberger Berman East Asia Limited no CRD number reported
Citigroup Global Markets Korea Securities Limited no CRD number reported		EDGAR ↗
Aug 30, 2018 D
Vista Equity Partners Fund VII-A, L.P.
File 021-320421
$0 (est.)$0 (est.)$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
PrivilEdge Capital SA no CRD number reported
Compass Group Global Advisors S.A. no CRD number reported
Neuberger Berman Australia Pty Limited no CRD number reported
Neuberger Berman East Asia Limited no CRD number reported
Citigroup Global Markets Korea Securities Limited no CRD number reported		EDGAR ↗
Aug 30, 2018 D
Vista Equity Partners Fund VII-Z, L.P.
File 021-320423
$0$0$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Aug 30, 2018 D
Vista Equity Partners Fund VII-B, L.P.
File 021-320422
$0$0$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
May 4, 2018 D
VEPF VI Co-Invest 2-A, L.P.
File 021-311723
$0$0$0None listed on this filingEDGAR ↗
Mar 28, 2018 D
Merritt VI Aggregator, LLC
File 021-308759
$0$0$0None listed on this filingEDGAR ↗
Feb 1, 2018 D
Vista Co-Invest Fund 2018-1, L.P.
File 021-304637
$0$0$0
The General Partner of the Issuer is entitled to compensation. The compensation is fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Dec 27, 2017 D
Vista Opportunistic Credit Fund I, L.P.
File 021-301747
$0$0$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 9, 2017 D
Vista Co-Invest Fund 2017-3, L.P.
File 021-298388
$0$0$0
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 1, 2017 D
VEPF VI Co-Invest 2, L.P.
File 021-297907
$0$0$0
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Oct 30, 2017 D
VEPF VI Co-Invest 1, L.P.
File 021-297700
$0$0$0
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Oct 19, 2017 D
Vista Co-Invest Program International Feeder, L.P.
File 021-297111
$0$0$0None listed on this filingEDGAR ↗
Oct 2, 2017 D
Vista Co-Invest Fund 2017-1, L.P.
File 021-295827
$0$0$0
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jun 12, 2017 D
VEPF IVX Co-Invest 1-A, L.P.
File 021-288501
$0$0$0 (est.)None listed on this filingEDGAR ↗
Apr 3, 2017 D
Vista Equity Endeavor Fund I, L.P.
File 021-283946
$0$0$0
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Apr 3, 2017 D
Vista Equity Endeavor Fund I-A, L.P.
File 021-283947
$0$0$0
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 24, 2017 D/A
VISTA CREDIT OPPORTUNITIES FUND II, L.P.
File 021-259979
$192,167 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
DEUTSCHE BANK SECURITIES INC. BrokerCheck CRD 2525 ↗EDGAR ↗
Mar 24, 2017 D/A
VISTA CREDIT OPPORTUNITIES FUND II-B, L.P.
File 021-262738
$0$0$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 24, 2017 D/A
VISTA CREDIT OPPORTUNITIES FUND II-A, L.P.
File 021-275364
$25,417 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
DEUTSCHE BANK SECURITIES INC. BrokerCheck CRD 2525 ↗
EFG ASSET MANAGEMENT (UK) LIMITED no CRD number reported
NOAH HOLDINGS (HONG KONG) LIMITED no CRD number reported		EDGAR ↗
Mar 24, 2017 D/A
VISTA CREDIT OPPORTUNITIES INTERMEDIATE FUND II-A, L.P.
File 021-275366
$0$0$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 10, 2017 D/A
Vista Equity Partners Fund VI, L.P.
File 021-259040
$288,250 (est.)$0$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
DEUTSCHE BANK SECURITIES INC. BrokerCheck CRD 2525 ↗
via DEUTSCHE BANK SECURITIES INC. (CRD 2525 ↗)
EDGAR ↗
Mar 10, 2017 D/A
Vista Equity Partners Fund VI-A, L.P.
File 021-259042
$38,125 (est.)$0$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
DEUTSCHE BANK SECURITIES INC. BrokerCheck CRD 2525 ↗
via DEUTSCHE BANK SECURITIES INC. (CRD 2525 ↗)
EDGAR ↗
Mar 10, 2017 D/A
VEPF VI FAF, L.P.
File 021-259043
$0$0$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 10, 2017 D/A
Vista Equity Partners Fund VI-DE, L.P.
File 021-259044
$0$0$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Sep 9, 2016 D
WATERFALL INTERNATIONAL INC
File 021-270389
$0$0$0None listed on this filingEDGAR ↗
May 18, 2016 D
Vista Foundation Fund III, L.P.
File 021-263439
$0$0$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
May 18, 2016 D
Vista Foundation Fund III-A, L.P.
File 021-263440
$0$0$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
May 18, 2016 D
VFF III FAF, L.P.
File 021-263442
$0$0$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully disclosed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Dec 19, 2014 D
VEPF V Co-Invest 1, L.P.
File 021-230547
$0$0$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 26, 2014 D
VEPF V Co-Invest 1-A, L.P.
File 021-229158
$0$0$0 (est.)None listed on this filingEDGAR ↗
Nov 12, 2014 D/A
Vista Credit Opportunities Fund I, L.P.
File 021-204354
$0$0$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 12, 2014 D/A
VCOF I FAF, L.P.
File 021-204356
$0$0$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Oct 16, 2014 D
Vista Credit Opportunities Fund I-6Y, L.P.
File 021-226621
$0$0$0 (est.)None listed on this filingEDGAR ↗
Jul 11, 2014 D
VEPF V FAF, L.P.
File 021-220818
$0$0$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jul 11, 2014 D
Vista Equity Partners Fund V Executive, L.P.
File 021-220819
$0$0$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Mar 26, 2014 D
Vista Equity Partners Fund V, L.P.
File 021-214244
$0$0$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully discussed in the Issuer's confidential offering materials.
TransPacific Group LLC BrokerCheck CRD 143869 ↗
TransPacific Group (Asia) Ltd. no CRD number reported		EDGAR ↗
Mar 26, 2014 D
Vista Equity Partners Fund V-A, L.P.
File 021-214245
$0$0$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully discussed in the Issuer's confidential offering materials.
TransPacific Group LLC BrokerCheck CRD 143869 ↗
TransPacific Group (Asia) Ltd. no CRD number reported		EDGAR ↗
Oct 29, 2013 D
Vista Foundation Fund II Executive, L.P.
File 021-205414
$0$0$0 (est.)
The investment manager is entitled to a management fee and the management fee is fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
May 15, 2013 D
Vista Foundation Fund II-A, L.P.
File 021-196494
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
May 15, 2013 D
VFF II FAF, L.P.
File 021-196534
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
May 14, 2013 D
Vista Foundation Fund II, L.P.
File 021-196492
$0$0$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 28, 2010 D
MRI Holdings LLC
File 021-138247
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 60

Every issuer that named Brian Sheth on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

VC
Pooled Investment Fund · group: Vista

Vista Credit Partners - SD I, L.P.

San Francisco, CA · Jun 3, 2020
  • Jun 3, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

TL
Other Banking and Financial Services · group: Vista

Taupo III, L.P.

San Francisco, CA · Mar 12, 2020
  • Mar 12, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Banking and Financial Services / 506(b) (1,630 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VC
Pooled Investment Fund · group: Vista

VISTA CREDIT PARTNERS FUND III, L.P.

San Francisco, CA · Feb 28, 2020
  • Feb 28, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $646.1M from 83 investors as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VF
Pooled Investment Fund · group: Vista

Vista Foundation Fund IV-A, L.P.

San Francisco, CA · Feb 20, 2020
  • Feb 20, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VF
Pooled Investment Fund · group: Vista

Vista Foundation Fund IV, L.P.

San Francisco, CA · Feb 20, 2020
  • Feb 20, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VP
Pooled Investment Fund · group: Vista

VISTA PUBLIC STRATEGIES OFFSHORE FUND, LTD.

San Francisco, CA · Dec 19, 2016 → Dec 17, 2019 · 5 filings
  • Dec 17, 2019 · D/A · $129,880,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Dec 19, 2018 · D/A · $25,300,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Dec 17, 2018 · D/A · $25,300,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Dec 19, 2017 · D/A · $25,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Dec 19, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $150.9M from 18 investors as of the latest filing. Brian is listed as executive officer on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VE
Pooled Investment Fund · group: Vista

VISTA EQUITY PARTNERS PERENNIAL, L.P.

San Francisco, CA · Nov 20, 2018 → Nov 27, 2019 · 2 filings
  • Nov 27, 2019 · D/A · $1,509,850,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Nov 20, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.51B from 4 investors as of the latest filing. Brian is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VE
Pooled Investment Fund · group: Vista

VISTA EQUITY PARTNERS PERENNIAL A, L.P.

San Francisco, CA · Nov 20, 2018 → Nov 27, 2019 · 2 filings
  • Nov 27, 2019 · D/A · $1,509,850,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Nov 20, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $1.51B from 7 investors as of the latest filing. Brian is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VC
Pooled Investment Fund · group: Vista

Vista Co-Invest Fund 2018-2, L.P.

San Francisco, CA · Sep 27, 2019
  • Sep 27, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VO
Pooled Investment Fund · group: Vista

Vista Opportunistic Credit Fund II, L.P.

San Francisco, CA · Sep 27, 2019
  • Sep 27, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

TL
Other Banking and Financial Services · group: Vista

Taupo II, L.P.

San Francisco, CA · Aug 27, 2019
  • Aug 27, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Banking and Financial Services / 506(b) (1,630 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

TI
Other Banking and Financial Services · group: Vista

Taupo I, L.P.

San Francisco, CA · Aug 27, 2019
  • Aug 27, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Banking and Financial Services / 506(b) (1,630 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VE
Pooled Investment Fund · group: Vista

VISTA EQUITY ENDEAVOR FUND II, L.P.

San Francisco, CA · Jun 27, 2019
  • Jun 27, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

ML
Other Banking and Financial Services · group: Vista

McCloud, L.P.

San Francisco, CA · Jun 26, 2019
  • Jun 26, 2019 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Banking and Financial Services / 506(b) (1,630 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VP
Pooled Investment Fund · group: Vista

Vista Public Strategies Onshore Fund, L.P.

San Francisco, CA · Mar 31, 2016 → Apr 1, 2019 · 4 filings
  • Apr 1, 2019 · D/A · $236,610,000 sold of Indefinite · 56 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 30, 2018 · D/A · $130,245,000 sold of Indefinite · 39 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 30, 2017 · D/A · $64,095,000 sold of Indefinite · 27 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 31, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $236.6M from 56 investors as of the latest filing. Brian is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VC
Pooled Investment Fund · group: Vista

VFF III Co-Invest 1, L.P.

San Francisco, CA · Dec 13, 2018
  • Dec 13, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VI
Pooled Investment Fund · group: Vista

VEEF I Co-Invest 1, L.P.

San Francisco, CA · Nov 9, 2018
  • Nov 9, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VC
Pooled Investment Fund · group: Vista

Vista Co-Invest Fund 2018-3, L.P.

San Francisco, CA · Sep 27, 2018
  • Sep 27, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VE
Pooled Investment Fund · group: Vista

Vista Equity Partners Fund VII-Z, L.P.

San Francisco, CA · Aug 30, 2018
  • Aug 30, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VE
Pooled Investment Fund · group: Vista

Vista Equity Partners Fund VII-B, L.P.

San Francisco, CA · Aug 30, 2018
  • Aug 30, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VE
Pooled Investment Fund · group: Vista

Vista Equity Partners Fund VII-A, L.P.

San Francisco, CA · Aug 30, 2018
  • Aug 30, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VE
Pooled Investment Fund · group: Vista

Vista Equity Partners Fund VII, L.P.

San Francisco, CA · Aug 30, 2018
  • Aug 30, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VV
Pooled Investment Fund · group: Vista

VEPF VI Co-Invest 2-A, L.P.

San Francisco, CA · May 4, 2018
  • May 4, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

MV
Pooled Investment Fund · group: Vista

Merritt VI Aggregator, LLC

San Francisco, CA · Mar 28, 2018
  • Mar 28, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VC
Pooled Investment Fund · group: Vista

Vista Co-Invest Fund 2018-1, L.P.

San Francisco, CA · Feb 1, 2018
  • Feb 1, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VO
Pooled Investment Fund · group: Vista

Vista Opportunistic Credit Fund I, L.P.

San Francisco, CA · Dec 27, 2017
  • Dec 27, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VC
Pooled Investment Fund · group: Vista

Vista Co-Invest Fund 2017-3, L.P.

San Francisco, CA · Nov 9, 2017
  • Nov 9, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VV
Pooled Investment Fund · group: Vista

VEPF VI Co-Invest 2, L.P.

San Francisco, CA · Nov 1, 2017
  • Nov 1, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VV
Pooled Investment Fund · group: Vista

VEPF VI Co-Invest 1, L.P.

San Francisco, CA · Oct 30, 2017
  • Oct 30, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VC
Pooled Investment Fund · group: Vista

Vista Co-Invest Program International Feeder, L.P.

San Francisco, CA · Oct 19, 2017
  • Oct 19, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer, Promoter EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VC
Pooled Investment Fund · group: Vista

Vista Co-Invest Fund 2017-1, L.P.

San Francisco, CA · Oct 2, 2017
  • Oct 2, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VI
Pooled Investment Fund · group: Vista

VEPF IVX Co-Invest 1-A, L.P.

San Francisco, CA · Jun 12, 2017
  • Jun 12, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VE
Pooled Investment Fund · group: Vista

Vista Equity Endeavor Fund I-A, L.P.

Oakland, CA · Apr 3, 2017
  • Apr 3, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VE
Pooled Investment Fund · group: Vista

Vista Equity Endeavor Fund I, L.P.

Oakland, CA · Apr 3, 2017
  • Apr 3, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VC
Pooled Investment Fund · group: Vista

VISTA CREDIT OPPORTUNITIES INTERMEDIATE FUND II-A, L.P.

San Francisco, CA · Nov 30, 2016 → Mar 24, 2017 · 2 filings
  • Mar 24, 2017 · D/A · $96,840,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Nov 30, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $96.8M from 1 investor as of the latest filing. Brian is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VC
Pooled Investment Fund · group: Vista

VISTA CREDIT OPPORTUNITIES FUND II-B, L.P.

San Francisco, CA · May 6, 2016 → Mar 24, 2017 · 2 filings
  • Mar 24, 2017 · D/A · $79,925,403 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • May 6, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $79.9M from 5 investors as of the latest filing. Brian is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VC
Pooled Investment Fund · group: Vista

VISTA CREDIT OPPORTUNITIES FUND II-A, L.P.

San Francisco, CA · Nov 30, 2016 → Mar 24, 2017 · 2 filings
  • Mar 24, 2017 · D/A · $96,840,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Nov 30, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $96.8M from 14 investors as of the latest filing. Brian is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VC
Pooled Investment Fund · group: Vista

VISTA CREDIT OPPORTUNITIES FUND II, L.P.

Oakland, CA · Mar 24, 2016 → Mar 24, 2017 · 2 filings
  • Mar 24, 2017 · D/A · $580,235,000 sold of Indefinite · 25 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 24, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $580.2M from 25 investors as of the latest filing. Brian is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VE
Pooled Investment Fund · group: Vista

Vista Equity Partners Fund VI-DE, L.P.

San Francisco, CA · Mar 10, 2016 → Mar 10, 2017 · 2 filings
  • Mar 10, 2017 · D/A · $30,018,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 10, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $30M from 2 investors as of the latest filing. Brian is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VV
Pooled Investment Fund · group: Vista

VEPF VI FAF, L.P.

San Francisco, CA · Mar 10, 2016 → Mar 10, 2017 · 2 filings
  • Mar 10, 2017 · D/A · $70,938,776 sold of Indefinite · 57 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 10, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $70.9M from 57 investors as of the latest filing. Brian is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VE
Pooled Investment Fund · group: Vista

Vista Equity Partners Fund VI-A, L.P.

San Francisco, CA · Mar 10, 2016 → Mar 10, 2017 · 2 filings
  • Mar 10, 2017 · D/A · $3,770,816,327 sold of Indefinite · 101 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 10, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $3.77B from 101 investors as of the latest filing. Brian is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VE
Pooled Investment Fund · group: Vista

Vista Equity Partners Fund VI, L.P.

San Francisco, CA · Mar 10, 2016 → Mar 10, 2017 · 2 filings
  • Mar 10, 2017 · D/A · $6,694,196,939 sold of Indefinite · 136 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 10, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $6.69B from 136 investors as of the latest filing. Brian is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

WI
Other

WATERFALL INTERNATIONAL INC

San Francisco, CA · Sep 9, 2016
  • Sep 9, 2016 · D · $650,000 sold of $650,000 · 2 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $650K from 12 investors (100% of the $650K target) as of the latest filing. Brian is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VF
Pooled Investment Fund · group: Vista

VFF III FAF, L.P.

San Francisco, CA · May 18, 2016
  • May 18, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VF
Pooled Investment Fund · group: Vista

Vista Foundation Fund III-A, L.P.

San Francisco, CA · May 18, 2016
  • May 18, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VF
Pooled Investment Fund · group: Vista

Vista Foundation Fund III, L.P.

San Francisco, CA · May 18, 2016
  • May 18, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VV
Pooled Investment Fund · group: Vista

VEPF V Co-Invest 1, L.P.

San Francisco, CA · Dec 19, 2014
  • Dec 19, 2014 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VV
Pooled Investment Fund · group: Vista

VEPF V Co-Invest 1-A, L.P.

San Francisco, CA · Nov 26, 2014
  • Nov 26, 2014 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VI
Pooled Investment Fund · group: Vista

VCOF I FAF, L.P.

San Francisco, CA · Oct 10, 2013 → Nov 12, 2014 · 2 filings
  • Nov 12, 2014 · D/A · $14,750,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Oct 10, 2013 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $14.8M from 15 investors as of the latest filing. Brian is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VC
Pooled Investment Fund · group: Vista

Vista Credit Opportunities Fund I, L.P.

San Francisco, CA · Oct 10, 2013 → Nov 12, 2014 · 2 filings
  • Nov 12, 2014 · D/A · $119,000,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Oct 10, 2013 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $119M from 14 investors as of the latest filing. Brian is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VC
Pooled Investment Fund · group: Vista

Vista Credit Opportunities Fund I-6Y, L.P.

San Francisco, CA · Oct 16, 2014
  • Oct 16, 2014 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VE
Pooled Investment Fund · group: Vista

Vista Equity Partners Fund V Executive, L.P.

San Francisco, CA · Jul 11, 2014
  • Jul 11, 2014 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VV
Pooled Investment Fund · group: Vista

VEPF V FAF, L.P.

San Francisco, CA · Jul 11, 2014
  • Jul 11, 2014 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VE
Pooled Investment Fund · group: Vista

Vista Equity Partners Fund V-A, L.P.

San Francisco, CA · Mar 26, 2014
  • Mar 26, 2014 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VE
Pooled Investment Fund · group: Vista

Vista Equity Partners Fund V, L.P.

San Francisco, CA · Mar 26, 2014
  • Mar 26, 2014 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VF
Pooled Investment Fund · group: Vista

Vista Foundation Fund II Executive, L.P.

San Francisco, CA · Oct 29, 2013
  • Oct 29, 2013 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VF
Pooled Investment Fund · group: Vista

VFF II FAF, L.P.

San Francisco, CA · May 15, 2013
  • May 15, 2013 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

VF
Pooled Investment Fund · group: Vista

Vista Foundation Fund II-A, L.P.

San Francisco, CA · May 15, 2013
  • May 15, 2013 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

VF
Pooled Investment Fund · group: Vista

Vista Foundation Fund II, L.P.

San Francisco, CA · May 14, 2013
  • May 14, 2013 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

MH
Other · group: Mri

MRI Holdings LLC

Cleveland, OH · Jan 28, 2010
  • Jan 28, 2010 · D · $125,000,000 sold of $125,000,000 · 6 investors · min. No minimum reported · role: Director (Mr. Sheth is a manager of the Issuer.) EDGAR ↗

Raised $125M from 6 investors (100% of the $125M target) as of the latest filing. Brian is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Other pages with the same name (5)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Brian N. Sheth — TX, 31 issuers, Sep 30, 2010 → Aug 26, 2026 · no shared issuer
  • Brian N. Sheth — CA, 21 issuers, Sep 24, 2009 → Nov 26, 2019 · no shared issuer
  • Brian N. Sheth — IL, 1 issuer, Dec 8, 2011 → Dec 8, 2011 · no shared issuer
  • BRIAN SHETH — MN, 1 issuer, Aug 4, 2020 → Aug 4, 2020 · no shared issuer
  • BRIAN F. SHETH — CA, 1 issuer, Jun 27, 2019 → Jun 27, 2019 · no shared issuer

People around Brian 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

FV
Management entity

F. VEP Group, LLC

Promoter · 18 shared filings (11 issuers) · also on 28 other issuers

F. VEP Group, LLC is on 39 issuers in total — a repeat sponsor. Their page lists every one.

FV
Management entity

F. VEFIIGP, LLC

Promoter · 15 shared filings (13 issuers) · also on 2 other issuers

F. VEFIIGP, LLC is on 15 issuers in total — a repeat sponsor. Their page lists every one.

FV
Management entity

F. Vista Equity Partners Management, LLC

Promoter, Executive Officer · 11 shared filings (9 issuers) · also on 14 other issuers

F. Vista Equity Partners Management, LLC is on 23 issuers in total — a repeat sponsor. Their page lists every one.

FV
Management entity

F. Vista Equity Partners Fund VI GP, L.P.

Promoter · 9 shared filings (5 issuers)

F. Vista Equity Partners Fund VI GP, L.P. is on 5 issuers in total — a repeat sponsor. Their page lists every one.

FV
Management entity

F. VEPF VI GP, Ltd.

Promoter · 9 shared filings (5 issuers)

F. VEPF VI GP, Ltd. is on 5 issuers in total — a repeat sponsor. Their page lists every one.

FV
Management entity

F. VEPF MANAGEMENT, L.P.

Promoter · 5 shared filings (1 issuer)

Listed on the same filings as Brian Sheth. Their page shows their other deals.

FV
Management entity

F. VEPF VII GP, Ltd.

Promoter · 4 shared filings (4 issuers)

Listed on the same filings as Brian Sheth. Their page shows their other deals.

FV
Management entity

F. VEPP UGP, LTD.

Executive Officer · 4 shared filings (2 issuers)

Listed on the same filings as Brian Sheth. Their page shows their other deals.

FV
Management entity

F. VEPP GP, L.P.

Executive Officer · 4 shared filings (2 issuers)

Listed on the same filings as Brian Sheth. Their page shows their other deals.

FV
Management entity

F. VFF III GP (Cayman), Ltd.

Promoter · 3 shared filings (3 issuers)

Listed on the same filings as Brian Sheth. Their page shows their other deals.

FV
Management entity

F. VEPF V Co-Invest 1 GP, LLC

Promoter · 2 shared filings (2 issuers)

Listed on the same filings as Brian Sheth. Their page shows their other deals.

FV
Management entity

F. VEEF I GP (Cayman), Ltd.

Promoter · 2 shared filings (2 issuers)

Listed on the same filings as Brian Sheth. Their page shows their other deals.

FV
Management entity

F. VISTA FOUNDATION FUND IV GP, L.P.

Promoter · 2 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Brian Sheth. Their page shows their other deals.

FV
Management entity

F. VFF IV GP (CAYMAN), LTD.

Promoter · 2 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Brian Sheth. Their page shows their other deals.

FV
Management entity

F. VEPF IVX GP, Ltd.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Brian Sheth. Their page shows their other deals.

FV
Management entity

F. VEPF VI Co-Invest 2 GP, L.P.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Brian Sheth. Their page shows their other deals.

FV
Management entity

F. VEPF VI Co-Invest 1 GP, Ltd.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Brian Sheth. Their page shows their other deals.

FV
Management entity

F. VFF III Co-Invest 1 GP, L.P.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Brian Sheth. Their page shows their other deals.

FV
Management entity

F. VEEF I Co-Invest 1 GP, Ltd.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Brian Sheth. Their page shows their other deals.

VG
Management entity

VEP Group, LLC

Promoter · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Brian Sheth. Their page shows their other deals.

The team behind the deals

V
Sponsor group

Vista

164 issuers · 206 filings · $23.26B reported sold · 2009–2026

One team, 164 deal companies. Brian Sheth is listed on 58 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Brian Sheth.

M
Sponsor group

Mri

4 issuers · 4 filings · $549.5M reported sold · 2010–2014

One team, 4 deal companies. Brian Sheth is listed on 1 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Brian Sheth.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 1 of the 60 issuers this person is listed on matches a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): VISTA CREDIT PARTNERS FUND III, L.P..

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Brian Sheth by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 60 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Brian Sheth is listed on: none on file. No website or social profile named in MRI Holdings LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #364,907 of 374,652 in line (1,231 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Cleveland, OH). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗Franklin County OH Clerk of Courts ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

California Secretary of State business search ↗Ohio Secretary of State business search ↗OpenCorporates ↗

Change history

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