Form D · Private Equity Fund

Vista Foundation Fund IV, L.P.

San Francisco, CA · CIK 0001793388

Offering snapshot reported Feb 20, 2020 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $0
First sale: Yet to occur

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 20, 2020	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-360999

Such Fees, if any, will only be paid upon the sale of interests to certain investors and such amounts will not be finalized until completion of the offering.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
COMPASS GROUP GLOBAL ADVISORS S.A	None
PRIVILEDGE CAPITAL SA	None
NEUBERGER BERMAN EAST ASIA LIMITED	None
NEUBERGER BERMAN AUSTRALIA PTY LIMITED	None

Source: Form D, filed Feb 20, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

VISTA FOUNDATION FUND IV, L.P.

Investment adviser: VISTA EQUITY PARTNERS MANAGEMENT, LLC

Gross asset value: $3.22B
Beneficial owners: 150
ADV minimum commitment: $10M

Reported in Form ADV on Sep 4, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP GRAND CAYMAN, Cayman Islands

Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No

Custodian CITIBANK, NA NEW YORK, New York, United States Related to adviser: No

Custodian JPMORGAN CHASE BANK NEWARK, Delaware, United States Related to adviser: No

Prime broker WELLS FARGO SECURITIES, LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

WELLS FARGO SECURITIES, LLC
CRD 126292 · SEC 8-65876

Filing source

Form ADV 2128788 · Sep 4, 2026 · Schedule D 7.B.(1), fund 805-2038839705

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Brian Sheth	Executive
Robert F. Smith	Executive
N/A Vff Iv Gp (Cayman), Ltd.	Promoter
N/A Vista Equity Partners Management, Llc	Promoter
N/A Vista Foundation Fund Iv Gp, L.P.	Promoter
John Warnken Brill	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

4 Embarcadero Center, 20 Th Floor
San Francisco, CA, 94111