Mountain Pacific Advisors, LLC
Firm details
- Headquarters
- Bellevue, Washington
- CRD number
- 151666
- Registered since
- October 14, 2009
- Website
- www.mountainpacificgroup.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1Jolanta Wysocka
CEO and Co-FounderCRD 1733762
Contacts
2 of 2Mark Miller
Co-Founder & CCOCRD 1072775
Ronald Layard-liesching
ChairmanCRD 4362560
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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