MAR Vista Investment Partners, LLC
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
FINTRXOverview
MAR Vista Investment Partners, LLC is an SEC-registered adviser founded in 2007 and organized as an LLC. The firm serves both high‑net‑worth individuals and institutional clients, charging fees as a percentage of assets under management and focusing on discretionary portfolio management across individuals/small businesses, investment companies, and other institutions. MAR Vista identifies as an active ESG investor and lists equities as a primary preference in its filings.
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 Equities99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Silas Myers
CEO & PartnerCRD 2074431
Robert Schmaltz
Chief Operating OfficerCRD 6317154
Brooke Clements
Chief Financial OfficerCRD 7353619
Contacts
3 of 4
Jeffrey Prestine
Partner, Portfolio ManagerCRD 3258920
Joshua Honeycutt
PartnerCRD 4100509
Brian Massey
President & PartnerCRD 4570398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 11150 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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