MOUNTAIN PACIFIC ADVISORS, LLC
Firm details
- Headquarters
- BELLEVUE, Washington
- CRD number
- 151666
- Registered since
- October 14, 2009
- Website
- www.mountainpacificgroup.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mountain Pacific Advisors, LLC is a limited liability investment adviser that runs a concentrated, equity-focused program for institutional clients and pooled vehicles. The firm’s filings show a clear preference for exchange-traded equities as the primary investable sleeve, while also acting in roles consistent with commodity pool operator/commodity trading adviser activity and managing pooled investment vehicles. Mountain Pacific Advisors charges fees as a percentage of assets under management and serves a very small institutional client base, which suggests personalized, high-touch portfolio management rather than a mass-market advisory model. The firm is not an active ESG investor and is registered with the SEC since 2009. Its structure and reported activities indicate it both manages portfolios for institutions and sponsors or serves as a manager for pooled investment vehicles, which can shape how it sources and allocates to third-party managers and alternative strategies.
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 Equities100%
Owners & executives
1 of 1JOLANTA WYSOCKA
CEO and Co-FounderCRD 1733762
Contacts
2 of 2MARK MILLER
Co-Founder & CCOCRD 1072775
RONALD LAYARD-LIESCHING
ChairmanCRD 4362560
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BELLEVUE, WA
KING
Location
BELLEVUE, WA
Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 400 112th Ave NE
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
BOONE WEALTH ADVISORS, LLC
RIABELLEVUE, WA
EVANS CAPITAL MANAGEMENT ASSOCIATES
RIABELLEVUE, WA
SNIDER FINANCIAL GROUP
RIABELLEVUE, WA
CONSILIO WEALTH ADVISORS, LLC
RIABELLEVUE, WA
ALETHEIAN WEALTH ADVISORS LLC
RIABELLEVUE, WA
MAINSAIL FINANCIAL GROUP
RIABELLEVUE, WA