Investment adviser · CRD 108479
MARIETTA INVESTMENT PARTNERS, LLC
Investment adviser filing (IA)
MILWAUKEE, WI, United States · Form ADV filed Sep 16, 2026
- Regulatory AUM
- $684M Form ADV · Item 5.F
- Client accounts
- 151 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| High-net-worth individuals | 55 | $575,533,559 | 84.2% |
| Charities | 10 | $50,955,207 | 7.5% |
| Individuals | 82 | $46,114,241 | 6.7% |
| Corporations & businesses | Fewer than 5 | $6,318,977 | 0.9% |
| Insurance companies | Fewer than 5 | $4,822,841 | 0.7% |
Filing source
Form ADV 2132910 · Sep 16, 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: Sep 16, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
833 EAST MICHIGAN STREET, SUITE 980MILWAUKEE, WI, 53202, United States
CRD 108479
Filing source
Form ADV 2132910 · Sep 16, 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.