MOUNTAIN PACIFIC ADVISORS, LLC

RIASEC RegisteredEst. 2009
Total AUM
$484M
Discretionary
$484M
100% of AUM
Avg account
$121M
Accounts
4
Employees
6
Advisory reps
3

Firm details

Headquarters
BELLEVUE, Washington
CRD number
151666
Registered since
October 14, 2009
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • JOLANTA WYSOCKA

    CEO and Co-FounderCRD 1733762

Contacts

2 of 2
  • MARK MILLER

    Co-Founder & CCOCRD 1072775

  • RONALD LAYARD-LIESCHING

    ChairmanCRD 4362560

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth