SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Mar Vista Investment Partners, LLC
Los Angeles, CA
CRD 144906
Firm filing updated March 24, 2026 ·
- $1.1BAssets
- 19Advisory staff
- 165Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals115
- High net worth individuals30
- Corporations or other businesses7
- Pension and profit sharing plans5
- Charities5
- and 1 more1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 115 | $45.6 million |
| High net worth individuals | 30 | $74.9 million |
| Investment companies | 1 | $218.3 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $553.2 million |
| Charitable organizations | 5 | $33.6 million |
| Corporations or other businesses not listed above | 7 | $75.3 million |
| Other: "SUB-ADVISED NON-40 ACT FUND" | Fewer than 5 clients | $120.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Other: "SUB-ADVISORY SERVICES, UMA"
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "SUB-ADVISORY SERVICES, UMA"
Assets and accounts
- Regulatory assets$1.1 billion
- Accounts165
- DiscretionaryAll accounts
People
- Employees19
- Advisory staff19
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 144906, SEC file 801-68369.
- Registered with the SEC as an investment advisor (status date on record: October 4, 2007).
Is Mar Vista Investment Partners, LLC a fiduciary?
Short answer: Mar Vista Investment Partners, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.