MAR VISTA INVESTMENT PARTNERS, LLC
Total AUM
$1.1B
Employees
19Clients
165Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11150 SANTA MONICA BLVD
SUITE 320
LOS ANGELES
CA 90025
United States
SUITE 320
LOS ANGELES
CA 90025
United States
Operating Hours
7:30 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
310-917-2800
Other Offices
3
Financials
Total AUM
$1.1B
Accounts
165Discretionary
$1.1B
Accounts
165Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
115AUM
$45.6M
HNW Individual Clients
30AUM
$74.9M
Investment Company Clients
1AUM
$218.3M
Pension/Profit Sharing Plan Clients
5AUM
$553.2M
Charitable Organization Clients
5AUM
$33.6M
Corporation or Business Clients
7AUM
$75.3M
Other Clients
2AUM
$120.4M
Description of Other Clients
SUB-ADVISED NON-40 ACT FUND
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SUB-ADVISORY SERVICES, UMA
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLILLAMNNHNYSDTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.