|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Mountain Pacific Investment Advisers LLC
✚
|
|
|---|---|
| CRD # | 104749 |
| SEC # | 801-12784 |
| CIK # | 0001067324 |
| AUM | $1.7 B (2025-07-29) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 208-336-1422 |
| Address | 877 West Main Street Boise, ID 83702 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001067324 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Amphenol Corp /DE/ | 94.9 | |
| Fiserv Inc | 73.3 | |
| Ametek INC/ | 64.4 | |
| Gallagher Arthur J & Co | 56.3 | |
| GS Acquisition Holdings Corp | 51.1 | |
| Verisk Analytics Inc | 49.5 | |
| Roper Industries Inc | 48.9 | |
| AptarGroup Inc | 47.4 | |
| IDEX Corp /DE/ | 42.4 | |
| Comfort Systems USA Inc | 41.3 | |
| Danaher Corp /DE/ | 40.3 | |
| Xylem Inc | 40.2 | |
| Graco Inc | 37.5 | |
| RBC Bearings Inc | 34.5 | |
| Fastenal Co | 32.2 | |
| Assurant Inc | 29.9 | |
| Donaldson Co Inc | 29.6 | |
| Nordson Corp | 29.3 | |
| Fidelity National Information Services Inc | 28.5 | |
| Church & Dwight Co Inc /DE/ | 27.4 | |
| RPM International Inc/De/ | 26.3 | |
| CSW Industrials Inc | 25.9 | |
| Landstar System Inc | 25.0 | |
| Clean Harbors Inc | 24.7 | |
| UFP Technologies Inc | 24.1 | |
| Mine Safety Appliances Co | 23.0 | |
| Kadant Inc | 17.9 | |
| FTI Consulting Inc | 17.2 | |
| Thermo Fisher Scientific Inc | 16.3 | |
| Nvent Electric PLC | 15.4 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 0.1 |
| (b) Individuals (high net worth individuals) | 195 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 11 | 0.0 |
| (i) State or municipal government entities | 1 | 0.8 |
| (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 | 8 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 805 | 1.7 |
| By Discretionary | ||
| Discretionary | 805 | 1.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 805 | 1.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.7 | |
| Total | 805 | 1.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001067324] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lee Danner & Bass Inc
✚
|
TN | 1.8 |
|
Segment Wealth Management LLC
✚
|
TX | 1.8 |
|
Ameraudi Asset Management Inc
✚
|
NY | 1.7 |
|
Clayton Financial Group LLC
✚
|
MO | 1.7 |
|
World Investments Inc
✚
|
NJ | 1.7 |
|
Cherry Creek Family Offices LLC
✚
|
CO | 1.7 |
|
The Harbor Group Inc
✚
|
NH | 1.7 |
|
Transamerica Financial Advisors LLC
✚
|
PA | 1.7 |
|
Independence Asset Advisors LLC
✚
|
PA | 1.7 |
|
Corda Investment Management LLC
✚
|
TX | 1.7 |