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MAR VISTA INVESTMENT PARTNERS, LLC
CRD 144906 · SEC 801-68369
11150 SANTA MONICA BLVD, SUITE 320, LOS ANGELES, CA, 90025, United States
Phone
310-917-2800
Fax
310-231-0100
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.12B
Discretionary AUM
$1.12B
Team
19 total employees; 19 advisory reps; 6 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)SUB-ADVISORY SERVICES, UMA
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $45.6M |
| High net worth individuals | 30 | $74.9M |
| Investment companies | 1 | $218.3M |
| Pension/profit sharing plans | 5 | $553.2M |
| Charitable organizations | 5 | $33.6M |
| Corporations/business entities | 7 | $75.3M |
States served
CA, IL, LA, MN, NY, MO, TX, NH, FL, SD
All web addresses on file
Official SEC filing: View on IAPD