|
⚲
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| Mar Vista Investment Partners LLC
✚
|
|
|---|---|
| CRD # | 144906 |
| SEC # | 801-68369 |
| CIK # | 0001419999 |
| AUM | $1.5 B (2025-03-14) |
| Employees | 17 (100% Investors, 0% Brokers) |
| Phone | 310-917-2800 |
| Address | 11150 Santa Monica Blvd Los Angeles, CA 90025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Transdigm Group Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Oracle Corp | 0.1 | ||
| Intuit Inc | 0.1 | ||
| Linde PLC | 0.1 | ||
| Facebook Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Moodys Corp /DE/ | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 0.1 |
| (b) Individuals (high net worth individuals) | 36 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 0.5 |
| (h) Charitable organizations | 9 | 0.0 |
| (i) State or municipal government entities | 4 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 0.1 |
| (n) Other | 1 | 0.1 |
| Total | 268 | 1.5 |
| By Discretionary | ||
| Discretionary | 268 | 1.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 268 | 1.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 1.3 | |
| Total | 268 | 1.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001419999] |
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|
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