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MAR VISTA INVESTMENT PARTNERS, LLC
CRD 144906File 801-68369
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.12B
Above cohort median (national)
Discretionary AUM
$1.12B
Clients
163
165 accounts
Employees
19
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Oct 4, 2007
- Principal office
- 11150 SANTA MONICA BLVD, SUITE 320, LOS ANGELES, CA, 90025
- Phone
- 310-917-2800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.12B
- Discretionary AUM
- $1.12B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 165
- Non-discretionary accounts
- 0
- Total accounts
- 165
- AUM per client
- $6.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $75.3M |
| Investment companies | 1 | $218.3M |
| Charitable organizations | 5 | $33.6M |
| High net worth individuals | 30 | $74.9M |
| Pension and profit sharing plans | 5 | $553.2M |
| Individuals (other than high net worth individuals) | 115 | $45.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 165 | 163 | decreased by2 |
| Apr 1, 2026 | Employees | 17 | 19 | increased by2 |
| Apr 1, 2026 | Clients | 268 | 165 | decreased by103 |
| Apr 1, 2026 | AUM | $1,509,969,079 | $1,121,405,368 | decreased by$388,563,711 |
| Apr 1, 2026 | Accounts | 268 | 165 | decreased by103 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 17 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 613 | 268 | decreased by345 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,743,724,821 | $1,509,969,079 | decreased by$2,233,755,742 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 613 | 268 | decreased by345 |
| Apr 1, 2022 | Clients | 426 | 613 | increased by187 |
| Apr 1, 2022 | AUM | $4,087,035,071 | $3,743,724,821 | decreased by$343,310,250 |
| Apr 1, 2022 | Accounts | 426 | 613 | increased by187 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MAR VISTA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MAR VISTA” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.