|
⚲
|
| Mar Vista Investment Partners LLC
✚
| |
|---|---|
| CRD # | 144906 |
| SEC # | 801-68369 |
| CIK # | 0001419999 |
| AUM | $2.3 BB (2024-03-14) |
| Employees | 17 (100% Investors, 6% Brokers) |
| Phone | 310-917-2800 |
| Address | 11150 Santa Monica Blvd Los Angeles, CA 90025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.1 | |
| AAPL | 2,382.8 | 0.1 | |
| TDG | 29.1 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| ORCL | 182.8 | 0.1 | |
| AMT | 117.7 | 0.1 | |
| SAP | 112.6 | 0.1 | |
| CRM | 170.6 | 0.1 | |
| LIN | 147.5 | 0.1 | |
| V | 419.3 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 273 | 0.1 |
| (b) Individuals (high net worth individuals) | 49 | 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 | 14 | 0.9 |
| (h) Charitable organizations | 14 | 0.1 |
| (i) State or municipal government entities | 5 | 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 | 25 | 0.3 |
| (n) Other | 3 | 0.1 |
| Total | 386 | 2.3 |
| By Discretionary | ||
| Discretionary | 386 | 2.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 386 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 2.2 | |
| Total | 386 | 2.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001419999] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stadion Money Management LLC
✚
|
GA | 2.3 |
|
Barwick & Partners Inc
✚
|
WA | 2.3 |
|
Sovereign Investment Advisors LLC
✚
|
AZ | 2.3 |
|
RSW Investments Holdings LLC
✚
|
NJ | 2.3 |
|
Heitman Real Estate Securities LLC
✚
|
IL | 2.3 |
|
Quantum Advisors Private Limited
✚
|
2.3 | |
|
Sawgrass Asset Management LLC
✚
|
FL | 2.3 |
|
Disciplina Capital Management LLC
✚
|
TN | 2.3 |
|
GMO Singapore PTE Limited
✚
|
2.3 | |
|
Lutz Financial Services LLC
✚
|
NE | 2.3 |