Mar Vista Investment Partners, LLC is a large advisory firm based in Los Angeles. It manages $3.12 billion of regulatory assets for 241 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Connecticut, and 13 other states.
Mar Vista Investment Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and sub-advisory services, uma. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mar Vista Investment Partners, LLC is $3.12 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 22351% since the beginning of its operation, and $498.92 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Mar Vista Investment Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Mar Vista Investment Partners is pension and profit sharing plans with 20 clients and $1.4 billion of assets under management. Among the 8 most similar advisory firms, Mar Vista Investment Partners has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $2.64 billion for 234 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Mar Vista Investment Partners doesn't advise any private funds.
The company employs 16 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Mar Vista Investment Partners, LLC performs its advisory services is located at 11150 Santa Monica Blvd, Los Angeles, CA 90025, which is also the mailing address of the firm. An additional office of the firm is in Minnetonka, MN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-917-2800 or by fax 310-231-0100. The normal business hours are 7:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at marvistainvestments.com/.