MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC

RIASEC RegisteredEst. 1977
Total AUM
$934M
Discretionary
$934M
100% of AUM
Avg account
$1.2M
Accounts
769
Employees
6
Advisory reps
5

Firm details

Headquarters
BOISE, Idaho
CRD number
104749
Registered since
February 12, 1977
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI82.18%
  • Individuals6.72%
  • Charitable Organizations5.1%
  • Corporations / Businesses3.37%
  • Pension & Profit Sharing Plans2.64%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mountain Pacific Investment Advisers, LLC is an independent registered investment adviser that has been operating since the late 1970s. The firm serves a mix of individual, family and institutional clients and positions itself as a discretionary portfolio manager that also provides financial planning. Its business model combines percentage-of-AUM billing with the option for fixed fees, and it primarily runs separately managed accounts with a clear tilt toward public equities. Investment activity shows a strong bias toward exchange-traded equities across client accounts. The firm is not identified as an active ESG investor and does not present itself as a capital allocator or pension consultant. Advisory capabilities focus on portfolio management for individuals, small businesses and larger institutions, reflecting a traditional RIA practice that emphasizes customized, discretionary solutions rather than fund-of-funds style allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 63%, Cash & Cash Equivalents 24%, US Government Bonds 5%, Public Funds/Mutual Funds 5%, State & Local Bonds 3%63%
  • Exchange Traded Equities63%
  • Cash & Cash Equivalents24%
  • US Government Bonds5%
  • Public Funds/Mutual Funds5%
  • State & Local Bonds3%

Contacts

3 of 5
  • MATTHEW LINDSTROM

    Investment Adviser RepresentativeCRD 5431721

  • Rashe Elliott

    Investment Adviser RepresentativeCRD 7877477

  • NATHAN OAKLEY

    Investment Adviser RepresentativeCRD 7066661

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 14

Active vs passive

$39M in ETFs

Passive

95%

$36.9M

Active

5%

$2.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SHORT-TERM BOND INDEX FUND (BSV)VanguardPassiveShort Term Bond$11.7M149,53830.09%

Location

Primary office

BOISE, ID

ADA

Location

BOISE, ID

Headquartered in BOISE, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.

Metro area
Boise City-Mountain Home-Ontario, ID-OR
Region
West
County
ADA
Address
877 W Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth