Mountain Pacific Advisors, LLC

RIASEC RegisteredEst. 2009
Total AUM
$484M
Discretionary
$484M
100% of AUM
Avg account
$121M
Accounts
4
Employees
6
Advisory reps
3

Firm details

Headquarters
Bellevue, Washington
CRD number
151666
Registered since
October 14, 2009
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mountain Pacific Advisors, LLC is a privately held institutional RIA that has been SEC‑registered since 2009. The firm operates as an LLC and serves an institutional client base, charging fees as a percentage of assets under management. Its regulatory and business footprint centers on portfolio management for pooled investment vehicles and for businesses or institutional clients; it is also identified as a CPO/CTA and functions in sponsor/GP and manager roles for pooled vehicles. Mountain Pacific is not positioned as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Jolanta Wysocka

    CEO and Co-FounderCRD 1733762

Contacts

2 of 2
  • Mark Miller

    Co-Founder & CCOCRD 1072775

  • Ronald Layard-liesching

    ChairmanCRD 4362560

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Bellevue, WA

King

Location

Bellevue, WA

Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
400 112th Ave Ne
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth