Investment adviser · CRD 144906
MAR VISTA INVESTMENT PARTNERS, LLC
Investment adviser filing (IA)
LOS ANGELES, CA, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $1.12B Form ADV · Item 5.F
- Client accounts
- 165 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 19 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 5 | $553,220,422 | 49.3% |
| Investment companies | 1 | $218,269,642 | 19.5% |
| Other clients | Fewer than 5 | $120,433,103 | 10.7% |
| Corporations & businesses | 7 | $75,280,817 | 6.7% |
| High-net-worth individuals | 30 | $74,927,664 | 6.7% |
| Individuals | 115 | $45,638,855 | 4.1% |
| Charities | 5 | $33,634,865 | 3.0% |
Filing source
Form ADV 2081263 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
11150 SANTA MONICA BLVD, SUITE 320LOS ANGELES, CA, 90025, United States
CRD 144906
Filing source
Form ADV 2081263 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.