MAR VISTA INVESTMENT PARTNERS, LLC
Latest filing: Mar 14, 2025 (93 days ago)
AUM
$1,509,969,079
-35% change vs. 1 year ago
-60% change vs. 3 years ago
-65% change vs. 5 years ago
-12% change vs. 10 years ago
Employee Count
17
0% change vs. 1 year ago
-6% change vs. 3 years ago
0% change vs. 5 years ago
240% change vs. 10 years ago
Main Office
LOS ANGELES, CA
11150 SANTA MONICA BLVD, LOS ANGELES, CA, UNITED STATES, 90025
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.5 |
| Non-Discretionary | $0.0 |
| Total | $1.5 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.4 |
| Institutional | $0.9 |
| Total | $1.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 190 | $0.1 |
| Average Individual AUM | $408,536 | |
| HNW | 36 | $0.1 |
| Average HNW AUM | $2,838,201 | |
| Retail Total | 226 | $0.2 |
| Average Retail AUM | $795,562 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| STATE STREET BANK AND TRUST COMPANY | QUINCY-MA-USA | $0.5 |
| THE NORTHERN TRUST COMPANY | CHICAGO-IL-USA | $0.5 |
| BROWN BROTHERS HARRIMAN & CO | NEW YORK-NY-USA | $0.4 |
| BANK OF NEW YORK MELLON | NEW YORK-NY-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.1 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.9 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 98% | $1.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $1.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| HOOD RIVER CAPITAL MANAGEMENT LLC | $6.9 | 166089 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
30 active
| Name | Title |
|---|---|
| MYERS, SILAS, ALGIA | CEO, BOARD MEMBER, COMMON MEMBER, TRUSTEE |
| MASSEY, BRIAN, LEE | PRESIDENT, BOARD MEMBER, COMMON MEMBER, TRUSTEE |
| HONEYCUTT, JOSHUA, JOSEPH | BOARD MEMBER, COMMON MEMBER, TRUSTEE |
| PRESTINE, JEFFREY, BOWDITCH | BOARD MEMBER, COMMON MEMBER, TRUSTEE |
| SCHMALTZ, ROBERT, ALOYS | CHIEF OPERATING OFFICER, BOARD MEMBER, CLASS A MEMBER |
| MASSEY, ALLISON, KIMBERLY | TRUSTEE |
| ROMERO, CLAUDIA | TRUSTEE |
| HONEYCUTT, JENNY, ANN | TRUSTEE |
| VONSCHLEGELL, KATHLEEN, CARLSON | CHIEF COMPLIANCE OFFICER |
| CLEMENTS, BROOKE, MARIE | CHIEF FINANCIAL OFFICER |
| HAILER, JOHN, THOMAS | MEMBER/MANAGER |
| MAGUIRE, CHRISTOPHER, JAMES | MANAGER |
| WILSON, MICHAEL, ARTHUR ROSS | MANAGER |
| BRIZIUS, CHARLES, ALBERT | MEMBER/MANAGER |
ADVDB.CO • SOURCE: SEC
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| BRIAN MASSEY | LOS ANGELES | CA | S65|1999-11-15 | CHARTERED FINANCIAL ANALYST | |||||
| JOSHUA HONEYCUTT | LOS ANGELES | CA | S65|2000-10-10|S66|2000-02-08 | CHARTERED FINANCIAL ANALYST | |||||
| JEFFREY PRESTINE | LOS ANGELES | CA | S63|1999-12-10|S65|2006-10-02 | ||||||
| SILAS MYERS | LOS ANGELES | CA | CHARTERED FINANCIAL ANALYST | ||||||
| ERIK HIRSCH | LOS ANGELES | CA | S65|2000-11-24 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.5 | $0.0 | 0% | 17 | 0 | 0% |
| 2025-04-21 | $1.5 | $0.0 | 0% | 17 | 0 | 0% |
| 2024-04-02 | $2.3 | -$0.8 | -35% | 17 | 0 | 0% |
| 2023-04-04 | $2.4 | -$0.9 | -36% | 18 | -1 | -6% |
| 2022-04-01 | $3.7 | -$2.2 | -60% | 18 | -1 | -6% |
| 2021-04-05 | $4.1 | -$2.6 | -63% | 18 | -1 | -6% |
| 2020-04-01 | $4.3 | -$2.8 | -65% | 17 | 0 | 0% |
| 2019-04-01 | $3.1 | -$1.6 | -52% | 16 | 1 | 6% |
| 2018-04-02 | $2.7 | -$1.2 | -44% | 16 | 1 | 6% |
| 2017-04-01 | $3.6 | -$2.1 | -59% | 15 | 2 | 13% |
| 2016-04-01 | $2.4 | -$0.9 | -38% | 12 | 5 | 42% |
| 2015-04-01 | $1.7 | -$0.2 | -12% | 5 | 12 | 240% |
| 2014-04-01 | $1.8 | -$0.3 | -16% | 5 | 12 | 240% |
| 2013-04-01 | $1.4 | $0.1 | 7% | 5 | 12 | 240% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-10/04/2007, FL-11/19/2021, IL-04/04/2016, LA-10/04/2007, MN-10/04/2007, MO-03/14/2025, NH-10/04/2007, NY-03/23/2018, PA-08/03/2018, SD-03/29/2016, TX-10/04/2007, VA-05/03/2016 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV