PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:10 AM ET

Sponsor Check › Management entity

VEP Group, LLC

Entity listed as a related person (executive officer, director or promoter role held through an entity) on Form D filings · address state as listed: CA · listed Feb 28, 2020 → Nov 15, 2024

3issuers
4Form D filings
2020–2024years listed

Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet

Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

Not yet searched.

Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · No search has run yet for this entity.

State courts: not yet searched. 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

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. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

Not yet searched.

No SEC search has run yet for this entity.

3. Bankruptcies

Not yet searched.

Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · No search has run yet for this entity.

State courts: not yet searched. 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 are made for sponsors and sponsor groups, not individual people.

5. Money to insiders and sales commissions

0 of 3 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Nov 15, 2024 D
File 021-529567
$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 filing
EDGAR ↗Dec 28, 2022 D
File 021-468973
$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 filing
EDGAR ↗Mar 23, 2021 D/A
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
Compass Group Global Advisors S.A. no CRD number reported
Allen, Allen & Partners Pty Ltd no CRD number reported
Citigroup Global Markets Korea Securities Limited no CRD number reported

As reported by the issuer on Form D (Items 12–15), 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 entity is listed on (latest filing per offering, per issuer).

Adviser registration (Form ADV)

Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.

Appears on these filings

SourceIssuerRoleFiledFormOfferingSoldInvestorsMin. investment
EDGAR ↗Vista Co-Invest Fund 2024-2, L.P.
group: Vista
Promoter
The Senior Managing Member of the General Partner
Nov 15, 2024DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗Vista Co-Invest Fund 2022-5, L.P.
group: Vista
Promoter
The Senior Managing Member of the General Partner
Dec 28, 2022DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗VISTA CREDIT PARTNERS FUND III, L.P.
group: Vista
Promoter
The Senior Managing Member of the General Partner.
Mar 23, 2021D/AIndefinite
similar: $155,000–$5,250,000
$646,078,09683
similar: 4–27
No minimum reported
similar: $1,000–$100,000
EDGAR ↗VISTA CREDIT PARTNERS FUND III, L.P.
group: Vista
Promoter
The Senior Managing Member of the General Partner.
Feb 28, 2020DIndefinite
similar: $155,000–$5,250,000
$00
similar: 4–27
No minimum reported
similar: $1,000–$100,000

Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.

"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.

Connections as of Oct 23, 2026, 5:45 PM ET

Listed alongside — 13 names on the same filings (5 management entities, 8 people)

People and management entities the issuers listed as related persons on the same Form D filings as VEP Group, LLC. Source: the EDGAR rows in the table above.

  • Vista Equity Partners Management, LLC entity — 2 shared filings (1 issuer) · role as listed: Promoter
  • Vista Credit Partners Fund III GP, LLC entity — 2 shared filings (1 issuer) · role as listed: Promoter
  • Vista Credit Partners, L.P. entity — 2 shared filings (1 issuer) · role as listed: Promoter · also listed on 2 other issuers
  • Vista Co-Invest Fund 2022-5 GP, L.P. entity — 1 shared filing (1 issuer) · role as listed: Promoter
  • Vista Co-Invest Fund 2024-2 GP, LLC entity — 1 shared filing (1 issuer) · role as listed: Promoter
  • Robert Smith — 3 shared filings (2 issuers) · role as listed: Executive Officer · also listed on 7 other issuers
  • John Warnken-Brill — 2 shared filings (1 issuer) · role as listed: Executive Officer · also listed on 102 other issuers
  • David Breach — 2 shared filings (2 issuers) · role as listed: Executive Officer · also listed on 57 other issuers
  • David Flannery — 2 shared filings (1 issuer) · role as listed: Executive Officer · also listed on 19 other issuers
  • Lauren Dillard — 2 shared filings (2 issuers) · role as listed: Executive Officer · also listed on 57 other issuers
  • Robert F. Smith — 1 shared filing (1 issuer) · role as listed: Executive Officer · also listed on 162 other issuers
  • Brian Sheth — 1 shared filing (1 issuer) · role as listed: Executive Officer · also listed on 59 other issuers
  • Gwen Reinke — 1 shared filing (1 issuer) · role as listed: Executive Officer · also listed on 52 other issuers

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.

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