CRD: 144906
MAR Vista Investment Partners, LLC
$1.1B Total AUM
$1.1B Disc. AUM
-22.0% 3Y CAGR
19 Employees
171 ADV. Clients
18 yrs Firm Age
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- Custodian
- Capital Group · Cibc Mellon · Northern Trust · State Street
- Clients
- Retail and Institutional
- Platforms
- Element unison
- Established Date
- 10-04-2007
- Office Locations
- 2
Office Locations
11150 Santa Monica Blvd Suite 320 LOS Angeles CA
-- Miami FL
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. Services offered include Asset Management, Portfolio Construction.
Team overview
50 AVG AGE
$59.0M AVG AUM / ADVISOR
$6.6M AVG AUM / CLIENT
13.3 yrs AVG TENURE
19 Employees
19 Advisory Reps
4 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Crest
Custodian
Harbor
Investment Themes
Radial delta Vital timber
Investment Vehicles
Foundation Peak
Services
Wave ridge Signal bridge
Technology
Ember harbor
Owner & Executives
B
Brooke Marie Clements
Chief Financial Officer, Partner
- CRD
- --
- Ownership
- Less than 5%
(464) 470-5261
unison.frontier@quantumcapital.com
in linkedin.com/in/catalyst-prime
JOSHUA JOSEPH HONEYCUTT
Partner
- CRD
- #4100509
- Ownership
- Less than 5%
(215) 568-6763
signal.focus@vertexcapital.com
in linkedin.com/in/glacier-ember
F
Focus capital
Radial delta glacier
- CRD
- #43289
- Ownership
- 32.9%
(274) 642-9087
vector.atlas@foundationcapital.com
in linkedin.com/in/alpha-delta
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $903,135,726
Equity - Exchange:
65.9% Cash:
34.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,064,148,404 | 65.9% |
| Cash | $1,585,545,684 | 34.1% |
| Total | $4,649,694,088 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL TIMBER | OAK HARBOR | 63XMYWOTM | MVD | 10.49% | $23,765,096 |
| NORTH FOCUS | PEAK ALPHA | 9SWQ9Y5J3 | PJY | 6.87% | $85,063,860 |
| CAPITAL CAPITAL TIMBER | ALPHA OAK | VFGCYU89Q | CQX | 10.68% | $79,562,463 |
| OPTIMA SUMMIT VALUE | OPTIMA MOMENTUM | GQJCJYAS1 | WQUSB | 11.81% | $18,165,641 |
| SIGNAL UNISON | EMBER HARBOR | C1I09DGU3 | ZRWMH | 6.69% | $86,896,310 |
| SUMMIT BRIDGE | HORIZON UNISON | E2AXNCNCJ | UZYAY | 11.30% | $30,016,412 |
| VERTEX PATHWAY | INSIGHT LEGACY | 7CNQAWOUL | MUYLN | 12.15% | $71,949,491 |
| ALPHA PATHWAY EMBER | FOUNDATION HORIZON | 5U2RT0P4A | VPMYU | 8.94% | $25,424,280 |