# MAR Vista Investment Partners, LLC

> MAR Vista Investment Partners, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 144906
- Filed as: MAR VISTA INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144906
- AdvisorCensus page: https://advisorcensus.com/firm/mar-vista-investment-partners-llc-los-angeles-ca-144906

## Quick answers

**How is MAR Vista Investment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), MAR Vista Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is MAR Vista Investment Partners, LLC located?**
MAR Vista Investment Partners, LLC's principal office is in Los Angeles, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is MAR Vista Investment Partners, LLC registered with the SEC or a state?**
MAR Vista Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 144906.

**How much does MAR Vista Investment Partners, LLC manage?**
MAR Vista Investment Partners, LLC reports $1,121,405,368 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have MAR Vista Investment Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for MAR Vista Investment Partners, LLC: Regulatory assets under management: $4,087,035,071 in the October 2021 data and $1,121,405,368 in the October 2026 data, down 73%. Total employees: 18 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does MAR Vista Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (115); high net worth individuals (30); corporations or other businesses not listed above (7).

**Which custodians does MAR Vista Investment Partners, LLC use?**
MAR Vista Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists CIBC Mellon Trust Company, Northern Trust and State Street as custodians holding 10% or more of its separately managed account assets.

**Does MAR Vista Investment Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144906

**What changed in MAR Vista Investment Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 17 to 19. Regulatory assets under management went from $1,509,969,079 to $1,121,405,368 (-26%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- CIBC Mellon Trust Company
- Northern Trust
- State Street

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,121,405,368
- Discretionary: $1,121,405,368
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 115 | $45,638,855 |
| High net worth individuals | 30 | $74,927,664 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $218,269,642 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $553,220,422 |
| Charitable organizations | 5 | $33,634,865 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 7 | $75,280,817 |
| Other | 2 | $120,433,103 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2007 (18 years)
- Employees: 19 total, 19 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, IL, LA, MN, MO, NH, NY, SD, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Minnetonka, MN

### Websites listed on Form ADV (Item 1.I)
- [marvistainvestments.com](https://marvistainvestments.com)
- LinkedIn @MAR-VISTA-INVESTMENT-PARTNERS-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,087,035,071 | 18 | July 16, 2021 |
| October 2022 | $3,743,724,821 | 18 | March 15, 2022 |
| October 2023 | $2,360,251,267 | 18 | March 20, 2023 |
| October 2024 | $2,306,064,061 | 17 | March 14, 2024 |
| October 2025 | $1,509,969,079 | 17 | March 14, 2025 |
| October 2026 | $1,121,405,368 | 19 | March 24, 2026 |

Regulatory assets under management: $4,087,035,071 in the October 2021 data and $1,121,405,368 in the October 2026 data, down 73%.
Total employees: 18 in October 2021 and 19 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 17 to 19.
- Regulatory assets under management went from $1,509,969,079 to $1,121,405,368 (-26%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in PA, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MAR Vista Investment Partners, LLC (CRD 144906): Form ADV filing data as of October 2026.