Mar Vista Investment Partners, LLC (Los Angeles)

Name: Mar Vista Investment Partners, LLC
Address: 11150 Santa Monica Blvd, Los Angeles, CA, 90025
Telephone: 310-917-2800

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.

Mar Vista Investment Partners: assets under management

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 firm manages $3.12 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.97 million each.

Investments

The firm invests in exchange traded securities the most. They account for 98% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio.

Fees & Commissions

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.

What kind of clients Mar Vista Investment Partners serves?

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.

Careers at Mar Vista Investment Partners, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Silas Algia Myers	Ceo, manager, chairman, board member, common member	1 Sep 2007	50% - 75%	2074431
Brian Lee Massey	President, manager, board member, common member	1 Sep 2007	25% - 50%	4570398
Joshua Joseph Honeycutt	Common member	1 Sep 2007	Other	4100509
Jeffrey Bowditch Prestine	Common member	1 Sep 2007	Other	3258920
Roxbury Capital Management Llc	Preferred shareholder, california llc	1 Sep 2007	25% - 50%	108832
Michael Kromm	Chief compliance officer, secretary	1 Sep 2007	Other	1779382
Brian Carroll Beh	Board member	1 Sep 2007	Other	1500962
John Robert Queen	Chief compliance officer, secretary	1 Jun 2008	Other	2022931
Joshua Joseph Honeycutt	Board member, common member	1 Jan 2009	Other	4100509
Jeffrey Bowditch Prestine	Board member, common member	1 Jan 2009	Other	3258920
Lance Patrick Simpson	Chief compliance officer, secretary	1 May 2009	Other	5670739
Brian Carroll Beh	Chief compliance officer & board member	1 Sep 2012	Other	1500962
Robert Aloys Schmaltz	Chief compliance officer	1 Nov 2014	Other	6317154
Robert Aloys Schmaltz	Chief compliance officer	1 Nov 2015	Other	6317154

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Roxbury Capital Management	Common shareholder	1 Apr 1998	25% - 50%	95-4062941
Wt Investments Inc	Common preferred	1 Aug 1998	25% - 50%	51-0284711

Based in Los Angeles

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/.