MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC
Adviser information for MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Idaho, United States |
Employees
Total Number of Employees | 5 |
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Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 5 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 801 | $1.9B |
Non-Discretionary | 0 | $0 |
Total | 801 | $1.9B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 111 | $65.7M |
HNW Individuals | 197 | $766.1M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 6 | $23.3M |
Charitable organizations | 11 | $40.3M |
State or municipal gov entities | <5 | $1.0B |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 8 | $30.6M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 11-25 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
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Compensation | % of AUMFixed fees |
Principal Office
877 WEST MAIN STREETSUITE 704
BOISE
ID
United States
Monday - Friday, 7:30 A.M TO 5:00 P.M
Tel: 208-336-1422, Fax: 208-336-1428
Websites
Chief Compliance Officer
MATTHEW MICHAEL LINDSTROM
PARTNER
877 WEST MAIN STREET
SUITE 704
BOISE
ID
United States
Tel:
208-336-1422
Fax:
208-336-1428
M*********@*******************M
(Full email address available in API data)
Regulatory Contact
NATHAN C. OAKLEY
PARTNER
877 WEST MAIN STREET
SUITE 704
BOISE
ID
United States
Tel:
208-336-1422
N******@*******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
PALUMBO, WILLIAM | Individual | – | CEO | 01/1989 | < 5% |
REEDER, BRUCE, ALAN | Individual | – | VICE PRESIDENT / SECRETARY / TREASURER | 01/2016 | < 5% |
MPIA HOLDINGS, INC. | Domestic Entity | – | HOLDING COMPANY | 10/2020 | 25-50% |
PALUMBO, WILLIAM | Individual | MPIA HOLDINGS, INC. | MEMBER | 10/2020 | 50-75% |
REEDER, BRUCE, ALAN | Individual | MPIA HOLDINGS, INC. | MEMBER | 10/2020 | 50-75% |
LINDSTROM, MATTHEW, MICHAEL | Individual | – | MEMBER/CHIEF COMPLIANCE OFFICER | 11/2020 | 25-50% |
Oakley, Nathan, C | Individual | – | MEMBER | 11/2020 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 10th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS | COM | 3M | 26K | 0 |
ABBVIE INC | COM | 3M | 17K | 0 |
ACI WORLDWIDE INC | COM | 626K | 16K | 0 |
ALPHABET INC | CAP STK CL A | 718K | 4K | 0 |
ALPHABET INC | CAP STK CL C | 383K | 2K | 0 |
AMAZON COM INC | COM | 298K | 2K | 0 |
AMERICAN EXPRESS CO | COM | 423K | 2K | 0 |
AMERICAN WTR WKS CO INC NEW | COM | 985K | 8K | 0 |
AMETEK INC | COM | 62M | 371K | 0 |
AMGEN INC | COM | 2M | 5K | 0 |
AMPHENOL CORP NEW | CL A | 77M | 1M | 0 |
APPLE INC | COM | 5M | 25K | 0 |
APPLIED MATLS INC | COM | 946K | 4K | 0 |
APTARGROUP INC | COM | 41M | 289K | 0 |
ASSURANT INC | COM | 25M | 151K | 0 |
AUTOMATIC DATA PROCESSING IN | COM | 3M | 13K | 0 |
BANK AMERICA CORP | COM | 387K | 10K | 0 |
BECTON DICKINSON & CO | COM | 986K | 4K | 0 |
BERKLEY W R CORP | COM | 223K | 3K | 0 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 986K | 2K | 0 |
C H ROBINSON WORLDWIDE INC | COM NEW | 485K | 6K | 0 |
CANADIAN NATL RY CO | COM | 691K | 6K | 0 |
CAPITAL ONE FINL CORP | COM | 616K | 4K | 0 |
CARRIER GLOBAL CORPORATION | COM | 462K | 7K | 0 |
CATALENT INC | COM | 2M | 40K | 0 |
CATERPILLAR INC | COM | 619K | 2K | 0 |
CHARLES RIV LABS INTL INC | COM | 29M | 142K | 0 |
CHEVRON CORP NEW | COM | 608K | 4K | 0 |
CHURCH & DWIGHT CO INC | COM | 32M | 311K | 0 |
CISCO SYS INC | COM | 228K | 5K | 0 |
CLEAN HARBORS INC | COM | 20M | 90K | 0 |
COCA COLA CO | COM | 631K | 10K | 0 |
COMFORT SYS USA INC | COM | 24M | 80K | 0 |
COMMERCE BANCSHARES INC | COM | 2M | 36K | 0 |
CONMED CORP | COM | 10M | 145K | 0 |
COSTCO WHSL CORP NEW | COM | 6M | 7K | 0 |
CSW INDUSTRIALS INC | COM | 34M | 127K | 0 |
CSX CORP | COM | 462K | 14K | 0 |
DANAHER CORPORATION | COM | 52M | 209K | 0 |
DONALDSON INC | COM | 34M | 469K | 0 |
EATON CORP PLC | SHS | 1M | 3K | 0 |
ECOLAB INC | COM | 10M | 40K | 0 |
ELI LILLY & CO | COM | 349K | 385 | 0 |
EMERSON ELEC CO | COM | 364K | 3K | 0 |
EXXON MOBIL CORP | COM | 4M | 39K | 0 |
FASTENAL CO | COM | 25M | 396K | 0 |
FIDELITY NATL INFORMATION SV | COM | 27M | 362K | 0 |
FIFTH THIRD BANCORP | COM | 664K | 18K | 0 |
FISERV INC | COM | 68M | 459K | 0 |
FORTIVE CORP | COM | 21M | 289K | 0 |
FTI CONSULTING INC | COM | 2M | 10K | 0 |
GALLAGHER ARTHUR J & CO | COM | 50M | 194K | 0 |
GENERAC HLDGS INC | COM | 2M | 16K | 0 |
GRACO INC | COM | 34M | 430K | 0 |
HENRY SCHEIN INC | COM | 301K | 5K | 0 |
HOME DEPOT INC | COM | 953K | 3K | 0 |
HONEYWELL INTL INC | COM | 775K | 4K | 0 |
IDACORP INC | COM | 248K | 3K | 0 |
IDEX CORP | COM | 48M | 241K | 0 |
ILLINOIS TOOL WKS INC | COM | 3M | 11K | 0 |
INTEL CORP | COM | 523K | 17K | 0 |
INTERNATIONAL BUSINESS MACHS | COM | 635K | 4K | 0 |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 1M | 8K | 0 |
INVESCO QQQ TR | UNIT SER 1 | 391K | 817 | 0 |
ISHARES TR | CORE S&P500 ETF | 621K | 1K | 0 |
JOHNSON & JOHNSON | COM | 3M | 19K | 0 |
JPMORGAN CHASE & CO. | COM | 5M | 24K | 0 |
KADANT INC | COM | 18M | 61K | 0 |
LANDSTAR SYS INC | COM | 36M | 194K | 0 |
M & T BK CORP | COM | 905K | 6K | 0 |
MASTERCARD INCORPORATED | CL A | 351K | 795 | 0 |
MCDONALDS CORP | COM | 695K | 3K | 0 |
MERCK & CO INC | COM | 550K | 4K | 0 |
MICRON TECHNOLOGY INC | COM | 2M | 17K | 0 |
MICROSOFT CORP | COM | 6M | 13K | 0 |
MIDDLEBY CORP | COM | 448K | 4K | 0 |
MODINE MFG CO | COM | 3M | 25K | 0 |
MSA SAFETY INC | COM | 23M | 124K | 0 |
MSC INDL DIRECT INC | CL A | 569K | 7K | 0 |
NETFLIX INC | COM | 270K | 400 | 0 |
NORDSON CORP | COM | 31M | 132K | 0 |
NVENT ELECTRIC PLC | SHS | 11M | 141K | 0 |
NVIDIA CORPORATION | COM | 431K | 3K | 0 |
OTIS WORLDWIDE CORP | COM | 269K | 3K | 0 |
PAYCHEX INC | COM | 335K | 3K | 0 |
PENTAIR PLC | SHS | 3M | 41K | 0 |
PEPSICO INC | COM | 1M | 7K | 0 |
PERFICIENT INC | COM | 18M | 237K | 0 |
PFIZER INC | COM | 258K | 9K | 0 |
PNC FINL SVCS GROUP INC | COM | 433K | 3K | 0 |
PRICE T ROWE GROUP INC | COM | 225K | 2K | 0 |
PROCTER AND GAMBLE CO | COM | 3M | 17K | 0 |
PRUDENTIAL FINL INC | COM | 216K | 2K | 0 |
QUEST DIAGNOSTICS INC | COM | 397K | 3K | 0 |
RBC BEARINGS INC | COM | 24M | 89K | 0 |
REGAL REXNORD CORPORATION | COM | 12M | 86K | 0 |
REPUBLIC SVCS INC | COM | 256K | 1K | 0 |
ROPER TECHNOLOGIES INC | COM | 48M | 86K | 0 |
ROSS STORES INC | COM | 1M | 9K | 0 |
ROYAL BK CDA | COM | 505K | 5K | 0 |
RPM INTL INC | COM | 26M | 244K | 0 |
RTX CORPORATION | COM | 922K | 9K | 0 |
S&P GLOBAL INC | COM | 8M | 18K | 0 |
SELECTIVE INS GROUP INC | COM | 994K | 11K | 0 |
SNAP ON INC | COM | 2M | 7K | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 1M | 2K | 0 |
STRYKER CORPORATION | COM | 257K | 756 | 0 |
TELEFLEX INCORPORATED | COM | 16M | 77K | 0 |
TESLA INC | COM | 395K | 2K | 0 |
THERMO FISHER SCIENTIFIC INC | COM | 22M | 41K | 0 |
TRAVELERS COMPANIES INC | COM | 370K | 2K | 0 |
TRUIST FINL CORP | COM | 208K | 5K | 0 |
UFP TECHNOLOGIES INC | COM | 24M | 93K | 0 |
UNION PAC CORP | COM | 589K | 3K | 0 |
US BANCORP DEL | COM NEW | 3M | 72K | 0 |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 13M | 174K | 0 |
VANGUARD BD INDEX FDS | INTERMED TERM | 1M | 15K | 0 |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 3M | 42K | 0 |
VANGUARD BD INDEX FDS | VANGUARD ULTRA | 3M | 69K | 0 |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 453K | 905 | 0 |
VANGUARD INDEX FDS | TOTAL STK MKT | 867K | 3K | 0 |
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 233K | 3K | 0 |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 8M | 108K | 0 |
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 3M | 51K | 0 |
VERALTO CORP | COM SHS | 4M | 47K | 0 |
VERISK ANALYTICS INC | COM | 46M | 170K | 0 |
VERIZON COMMUNICATIONS INC | COM | 306K | 7K | 0 |
VERTIV HOLDINGS CO | COM CL A | 41M | 474K | 0 |
VISA INC | COM CL A | 1M | 5K | 0 |
VONTIER CORPORATION | COM | 2M | 45K | 0 |
WABTEC | COM | 1M | 9K | 0 |
WALMART INC | COM | 2M | 23K | 0 |
WATERS CORP | COM | 3M | 11K | 0 |
WELLS FARGO CO NEW | COM | 1M | 20K | 0 |
WINMARK CORP | COM | 11M | 31K | 0 |
XYLEM INC | COM | 41M | 305K | 0 |
ZEBRA TECHNOLOGIES CORPORATI | CL A | 2M | 6K | 0 |
ZIFF DAVIS INC | COM | 11M | 205K | 0 |