Mar Vista Investment Partners, LLC

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$6.8M

Accounts

165

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 144906
Registered since: October 4, 2007
Website: marvistainvestments.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CIBC WORLD MARKETS CORP., STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans49.33%
Investment Companies19.46%
Other10.74%
Corporations / Businesses6.71%
HNWI6.68%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mar Vista Investment Partners, LLC is an institutional registered investment adviser that has been SEC-registered since 2007. The firm operates as an LLC and serves both individual/family clients and institutional investors, charging advisory fees as a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses, investment companies, and other businesses or institutions. The firm identifies as an active ESG investor, indicating ESG factors are considered in its investment process.