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
Fiscal Year End DECEMBER
Legal Location Idaho, United States

Employees

Total Number of Employees 5
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
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-12784
SEC ERA File Number 801-12784
SEC CIK Numbers 1067324
SEC CRD Numbers 104749
Legal Entity Identifier None

Principal Office

877 WEST MAIN STREET
SUITE 704
BOISE
ID
United States
Monday - Friday, 7:30 A.M TO 5:00 P.M
Tel: 208-336-1422, Fax: 208-336-1428

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
(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
(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

10502020202120222023202420255 on 3/24/20205 on 6/18/20205 on 7/8/20205 on 10/30/20205 on 3/5/20215 on 6/2/20215 on 10/22/20215 on 10/22/20215 on 1/14/20225 on 3/30/20225 on 3/13/20235 on 12/6/20234 on 1/31/20243 on 1/31/20245 on 3/20/2024

RAUM, Historic

3B2B02020202120222023202420251449863983 on 3/24/20201449863983 on 6/18/20201449863983 on 7/8/20201449863983 on 10/30/20201653736293 on 3/5/20211653736293 on 6/2/20211653736293 on 10/22/20211653736293 on 10/22/20211653736293 on 1/14/20222010105437 on 3/30/20221678868561 on 3/13/20231678868561 on 12/6/20231678868561 on 1/31/20241678868561 on 1/31/20241931996135 on 3/20/2024

No. Clients, Historic

4002000202020212022202320242025286 on 3/24/2020286 on 6/18/2020286 on 7/8/2020286 on 10/30/2020301 on 3/5/2021301 on 6/2/2021301 on 10/22/2021301 on 10/22/2021301 on 1/14/2022319 on 3/30/2022337 on 3/13/2023337 on 12/6/2023337 on 1/31/2024337 on 1/31/2024334 on 3/20/2024

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