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MAR Vista Investment Partners, LLC

Headquartered in LOS ANGELES, CA

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Firm Information

MAR Vista Investment Partners, LLC is a Los Angeles, California-based investment advisor with over $2 billion in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, pooled investment vehicles, and other investment advisors. The firm also offers sub-advisory services and UMA programs. MAR Vista Investment Partners, LLC has a team of 5 investment advisor representatives and 1 registered representative.

MAR Vista Investment Partners, LLC

11150 SANTA MONICA BLVD

LOS ANGELES, CA 90025

$2.31B

Assets Under Management

8

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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sub-advisory services, uma

Sub-advisory services, uma

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

MAR VISTA INVESTMENT PARTNERS, LLC has a total of 4 branch locations across the country.
location

Miami, FL

location

Minnetonka, MN

location

LOS ANGELES, CA

location

PALM BEACH GARDENS, FL

Advisors at MAR Vista Investment Partners, LLC

View All 5 Advisors
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Silas Algia Myers

CFA®, RA

LOS ANGELES, CA

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Erik James Hirsch

RA

Minnetonka, MN

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Brian Lee Massey

CFA®, RA

LOS ANGELES, CA

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Unclaimed
Joshua Joseph Honeycutt

CFA®, RA

LOS ANGELES, CA

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Jeffrey Bowditch Prestine

RA

LOS ANGELES, CA

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Disclosures

There are no public disclosures for MAR Vista Investment Partners, LLC.

Frequently Asked Questions (8)

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