MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC
Firm details
- Headquarters
- BOISE, Idaho
- CRD number
- 104749
- Registered since
- February 12, 1977
- Website
- mountain-pacific.com
- 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
FINTRXOverview
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
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 Equities63%
- Cash & Cash Equivalents24%
- US Government Bonds5%
- Public Funds/Mutual Funds5%
- State & Local Bonds3%
Contacts
3 of 5MATTHEW LINDSTROM
Investment Adviser RepresentativeCRD 5431721
Rashe Elliott
Investment Adviser RepresentativeCRD 7877477
NATHAN OAKLEY
Investment Adviser RepresentativeCRD 7066661
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$39M in ETFs
95%
$36.9M
5%
$2.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $11.7M | 149,538 | 30.09% |
Location
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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