LOS ANGELES, CACRD 144906Latest ADV March 24, 2026
Mar Vista Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 24, 2026, reports $1.1B in regulatory assets under management, 19 employees, 3 offices, and 165 accounts.
Assets Under Management
$1.1B
Employees
19
Offices
3 offices
Total Clients
165
Primary office
LOS ANGELES, CA
11150 SANTA MONICA BLVD, SUITE 320, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.7% of total clients.
Top client categories% of clientsClients
1
Individuals
69.7%
115
2
HNWI
18.2%
30
3
Corporations
4.2%
7
4
Pension Plans
3.0%
5
5
Charitable
3.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 24, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts165
10Y AUM Change$-2.5B (-69.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee9:1
10Y Employee Change+4 (+26.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.