MAR VISTA INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2007

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$6.8M

Accounts

165

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 144906
Registered since: October 4, 2007
Website: marvistainvestments.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CIBC WORLD MARKETS CORP., STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans49.33%
Investment Companies19.46%
Other10.74%
Corporations / Businesses6.71%
HNWI6.68%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

MAR Vista Investment Partners, LLC is an SEC-registered investment adviser formed as an LLC in 2007 that provides discretionary portfolio management to individuals, families and institutional clients. The firm charges fees based on a percentage of assets under management and lists portfolio management for individuals/small businesses, for investment companies, and for businesses or institutions as its primary advisory activities. FINTRX flags the firm as an active ESG investor, and its public filings indicate a clear equity orientation in client portfolios.