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| Mountain Pacific Investment Advisers LLC
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| CRD # | 104749 |
| SEC # | 801-12784 |
| CIK # | 0001067324 |
| AUM | 933.7 M (2026-03-05) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 208-336-1422 |
| Address | 877 West Main Street Boise, ID 83702 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/5/2026) [Brochure] |
|---|
Item 5 Fees and Compensation
We are compensated for investment advisory services by receiving a fee based on a percentage
of the fair market value of assets under management. The value of the assets will be based on
the last business day of each calendar quarter. The fees are payable in advance at the
beginning of each calendar quarter. Fees are debited per the fee authorization in the Wealth
Management Agreement. While almost all our clients choose to have their fee debited to their
account, we will invoice clients upon request.
Because our fee schedule is tiered, we offer lower fees to clients with higher levels of assets. At
our discretion, we may combine the account values of family members to determine the
applicable advisory fee. For example, we may combine account values for you and your minor
children, joint accounts with your spouse, and other types of related accounts. Combining
account values may increase the asset total, which may result in you paying a reduced advisory
fee based on the available breakpoints in the fee schedule.
Standard Annual Fee Schedule
• First $1,000,000 1.00% annually
• Next $2,000,000 ($1,000,001-3,000,000) 0.75% annually
• Above $3,000,000 0.50% annually
Fee Calculation Examples
1) Clients with $500,000 in AUM are billed annually 1% on the first $1M.
2) Clients with $2,500,000 in AUM are billed annually 1% on the first $1M, plus .75% on the
next $1.5M.
3) Clients with $5,500,000 in AUM are billed annually 1% on the first $1M, plus .75% on the
next $2M, plus .50% on the remaining $2.5M.
If an account is terminated, fees will be prorated to the date of termination, and any unearned
portion of prepaid fees will be refunded to the client. Clients are subject to the fee schedule in
effect at the time the client entered the advisory relationship. Therefore, our firm's fees differ
among clients.
Our fees are negotiable based upon a variety of factors, including, but not limited to, the size of
the relationship, services offered, and complexity of the relationship. Discounts, not generally
available to our advisory clients, may be offered to foundations, charities, and family members
and friends of associated persons of our firm. In all cases, a client's assigned fee will be
specified in the Wealth Management Agreement that will be signed before the commencement
of the working relationship with our firm.
Additional Fees and Expenses
We occasionally utilize mutual funds and Exchange Traded Funds (ETFs) in client portfolios, and
these funds have separate and distinct fees that are in addition to the fees paid to Mountain
Pacific for advisory services. These fees and expenses are described in each fund’s prospectus
and generally include a management fee, other fund expenses, and a possible distribution fee.
You may also incur transaction charges and/or brokerage fees when purchasing or selling
securities. These transaction charges and fees are typically imposed by the broker-
dealer/custodian through whom your account transactions are executed. You may also incur
fees and expenses charged by custodians (such as an annual IRA custodial fee, SEC or foreign
fees, wire transfer fee, or a fee for a debit card or banking services). Please refer to the
"Brokerage Practices" section (Item 12) of this Form ADV for additional information.
Mutual fund and custodial charges, fees, and commissions are exclusive of and in addition to
our fees, and we do not receive any portion of these commissions, fees, or costs. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/5/2026) [Brochure] |
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Types of Clients We provide investment advisory services to individuals, high net worth individuals, trusts, estates, pensions, profit-sharing plans, corporations and other businesses, charitable organizations, and foundations. Account Minimum In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size. For example, we may waive the minimum if the client appears to have significant potential to increase assets under our management. We may combine the account values of family members to meet the stated minimum. |
| CIK | Period |
|---|---|
| 0001067324 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amphenol Corp /DE/ | 47.0 | ||
| Ametek INC/ | 38.6 | ||
| Danaher Corp /DE/ | 23.9 | ||
| IDEX Corp /DE/ | 22.4 | ||
| GS Acquisition Holdings Corp | 20.7 | ||
| Thermo Fisher Scientific Inc | 18.9 | ||
| AptarGroup Inc | 16.5 | ||
| Xylem Inc | 16.5 | ||
| Gallagher Arthur J & Co | 16.3 | ||
| Donaldson Co Inc | 15.4 | ||
| Roper Industries Inc | 14.8 | ||
| Fiserv Inc | 13.8 | ||
| Graco Inc | 12.6 | ||
| Verisk Analytics Inc | 11.5 | ||
| Nordson Corp | 10.4 | ||
| Costco Wholesale Corp /NEW | 9.9 | ||
| RBC Bearings Inc | 9.7 | ||
| Nvent Electric PLC | 9.7 | ||
| Comfort Systems USA Inc | 9.0 | ||
| Fastenal Co | 8.9 | ||
| Landstar System Inc | 8.8 | ||
| Ecolab Inc | 8.8 | ||
| RPM International Inc/De/ | 8.8 | ||
| Church & Dwight Co Inc /DE/ | 7.5 | ||
| Fidelity National Information Services Inc | 6.8 | ||
| Clean Harbors Inc | 6.7 | ||
| J P Morgan Chase & Co | 6.2 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 0.1 |
| (b) Individuals (high net worth individuals) | 188 | 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 | 15 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 769 | 0.9 |
| By Discretionary | ||
| Discretionary | 769 | 0.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 769 | 0.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.9 | |
| Total | 769 | 0.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001067324] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hartline Investment Corp
✚
|
IL | 935.5 M |
|
Heronbridge Investment Management LLP
✚
|
935.3 M | |
|
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CA | 934.6 M |
|
Uniting Wealth Partners LLC
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|
CO | 934.6 M |
|
Johnson Bixby & Associates LLC
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WA | 933.7 M |
|
Strategic Equity Management Inc
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|
AZ | 933.5 M |
|
Estabrook Capital Management LLC
✚
|
NY | 933.3 M |
|
BOS Asset Management LLC
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|
IL | 933.2 M |
|
LS Investment Advisors LLC
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|
MI | 932.1 M |
|
PCG Wealth Advisors LLC
✚
|
KS | 931.1 M |