CRD: 144906
MAR Vista Investment Partners, LLC
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- Custodian
- Capital Group · Cibc Mellon · Northern Trust · State Street
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-04-2007
- Office Locations
- 2
Office Locations
About MAR Vista Investment Partners, LLC
MAR Vista Investment Partners, LLC is a LOS Angeles-based RIA with 2 offices. The firm has been operating for 18 years. Managing $1.1B in total assets under management, with 19 advisory representatives. They custody assets with Capital Group and Cibc Mellon.
Reported data analysis
What the numbers show
Between October 23, 2025 and March 24, 2026, reported AUM decreased 25.7%, from $1.5B to $1.1B.
Across 5 reported observations, AUM decreased 70.0% between March 15, 2022 and March 24, 2026, from $3.7B to $1.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 19 advisory representatives and 171 clients, or 9 clients per representative. That equates to $6.6M in reported AUM per client.
The profile lists 2 reported office locations and 18 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
Brooke Marie Clements
Chief Financial Officer, Partner
- CRD
- --
- Ownership
- Less than 5%
JOSHUA JOSEPH HONEYCUTT
Partner
- CRD
- #4100509
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,121,405,368 | $6,796,396 |
| Non-Discretionary | $0 | -- |
| Total | $1,121,405,368 | $6,796,396 |
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Separately Managed Accounts
SMA allocation detail is available
MAR Vista Investment Partners, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
MAR Vista Investment Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.