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Mar Vista Investment Partners, LLC

● SEC registered since 2007CRD 144906SEC# 801-68369Los Angeles, CA
Export (members)
Reg. AUM
$1.12B
Employees
19
Accounts
165
Location
Los Angeles, CA

Mar Vista Investment Partners, LLC assets under management

Mar Vista Investment Partners, LLC operates as an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 2007. It reports $1.1 billion in regulatory assets under management and employs 19 people.
www.linkedin.com/company/mar-vista-investment-partners-llcView on SEC.gov ↗

Mar Vista Investment Partners, LLC owners & executives

29 reported
NameTitleOwnershipSince
Brian Lee Massey ControlPresident, Board Member, Common MemberUnder 5%2007
Brooke Marie ClementsChief Financial OfficerUnder 5%2021
F/M Managers Group, LLCBoard Member, Common Member10-25%2021
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Frequently asked questions

How much does Mar Vista Investment Partners, LLC manage?

Mar Vista Investment Partners, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Mar Vista Investment Partners, LLC have?

Mar Vista Investment Partners, LLC reports 19 employees.

Where is Mar Vista Investment Partners, LLC located?

Mar Vista Investment Partners, LLC is based in Los Angeles, CA and has been SEC-registered since 2007.

Does Mar Vista Investment Partners, LLC disclose fund performance?

Mar Vista Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11150 Santa Monica Blvd, Suite 320, Los Angeles, CA 90025
Phone310-917-2800
Fax310-231-0100
Office hours7:30 a.m. - 4:30 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1419999
Discloses disciplinary historyNo

Regulatory AUM

$1.12B▼ 26%
Mar '25 — $1.51BApr '25 — $1.51BMay '25 — $1.51BJun '25 — $1.51BJul '25 — $1.51BAug '25 — $1.51BSep '25 — $1.51BOct '25 — $1.51BNov '25 — $1.51BDec '25 — $1.51BJan '26 — $1.51BFeb '26 — $1.51BMar '26 — $1.12BApr '26 — $1.12BMay '26 — $1.12BJun '26 — $1.12B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers

Assets under management

$1.12Bregulatory AUM
Discretionary $1.12B