Hedge Fund Database

MAR VISTA INVESTMENT PARTNERS, LLC

Adviser information for MAR VISTA INVESTMENT PARTNERS, LLC last updated from Form ADV on March 14th, 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 Delaware, United States

Employees

Total Number of Employees 17
Investment Advisory/Research 17
Registered Broker-Dealer Representatives 1
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 386 $2.3B
Non-Discretionary 0 $0
Total 386 $2.3B

Clients

Type Number RAUM
Individuals 273 $100.9M
HNW Individuals 49 $128.0M
Banking or thrift institutions 0 $0
Investment companies 3 $430.6M
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 14 $872.8M
Charitable organizations 14 $135.2M
State or municipal gov entities 5 $173.2M
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 25 $327.9M
Other <5 $137.5M
Type Number
No. of Non-RAUM Clients 8
No. of Non-U.S. Clients 1

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clientsSUB-ADVISORY SERVICES, UMA
Compensation % of AUM

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 154.9M
Both for Same 0
Portfolio Manager to Program Sponsor
GLOBAL MANAGER STRATEGIES SEPARATE ACCOUNT PROGRAM GOLDMAN SACHS & CO. LLC

Identifiers

SEC RIA File Number 801-68369
SEC ERA File Number 801-68369
SEC CIK Numbers 1419999
SEC CRD Numbers 144906
Legal Entity Identifier 2549009T1PTIDQVJ5H20

Principal Office

11150 SANTA MONICA BLVD
SUITE 320
LOS ANGELES
CA
United States
Monday - Friday, 7:30 AM - 4:30 PM
Tel: 310-917-2800, Fax: 310-231-0100

Websites

www.marvistainvestments.com/ www.linkedin.com/company/mar-vista-investment-partners-llc/

Chief Compliance Officer

KATHLEEN VON SCHLEGELL
11150 SANTA MONICA BLVD.
SUITE 320
LOS ANGELES
CA
United States
Tel: 310-917-5602
Fax: 310-231-0100
(Full email address available in API data)

Regulatory Contact

ROBERT SCHMALTZ
CHIEF OPERATING OFFICER
6001 SHADY OAK ROAD
SUITE 200
MINNETONKA
MN
United States
Tel: 952-230-6161
Fax: 952-230-6141
(Full email address available in API data)

Industry Affiliates

HOOD RIVER CAPITAL MANAGEMENT LLC Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MYERS, SILAS, ALGIA Individual – CEO, BOARD MEMBER, COMMON MEMBER 09/2007 < 5%
MASSEY, BRIAN, LEE Individual – PRESIDENT, BOARD MEMBER, COMMON MEMBER 09/2007 < 5%
HONEYCUTT, JOSHUA, JOSEPH Individual – BOARD MEMBER, COMMON MEMBER 01/2009 < 5%
PRESTINE, JEFFREY, BOWDITCH Individual – BOARD MEMBER, COMMON MEMBER 01/2009 < 5%
SCHMALTZ, ROBERT, ALOYS Individual – CHIEF OPERATING OFFICER, BOARD MEMBER, CLASS A MEMBER 11/2014 < 5%
SAM LEGACY LP Domestic Entity – COMMON MEMBER 03/2018 10-25%
RAYNER BROTHERS, LLC Domestic Entity – COMMON MEMBER 12/2007 10-25%
CALICO INVESTMENT PARTNERS LP Domestic Entity – COMMON MEMBER 03/2018 10-25%
THE 2006 MASSEY FAMILY TRUST Domestic Entity RAYNER BROTHERS, LLC OWNER 07/2006 > 75%
THE MYERS REVOCABLE LIVING TRUST Domestic Entity SAM LEGACY LP OWNER 10/2010 > 75%
ROMERO-PRESTINE 2005 TRUST Domestic Entity CALICO INVESTMENT PARTNERS LP OWNER 07/2005 > 75%
Massey, Allison, Kimberly Individual THE 2006 MASSEY FAMILY TRUST TRUSTEE 07/2006 50-75%
MASSEY, BRIAN, LEE Individual THE 2006 MASSEY FAMILY TRUST TRUSTEE 07/2006 50-75%
MYERS, SILAS, ALGIA Individual THE MYERS REVOCABLE LIVING TRUST TRUSTEE 10/2010 > 75%
PRESTINE, JEFFREY, BOWDITCH Individual ROMERO-PRESTINE 2005 TRUST TRUSTEE 07/2005 50-75%
DIFFRACTIVE MANAGERS GROUP PAYCO, LLC Domestic Entity F/M MANAGERS GROUP, LLC MEMBER 10/2018 > 75%
ROMERO, CLAUDIA Individual ROMERO-PRESTINE 2005 TRUST TRUSTEE 07/2005 50-75%
F/M MANAGERS GROUP, LLC Domestic Entity – BOARD MEMBER, COMMON MEMBER 06/2021 10-25%
THE HONEYCUTT REVOCABLE LIVING TRUST DTD 6/8/2010 Domestic Entity – COMMON MEMBER 06/2010 10-25%
1251 FINANCING COMPANY, LLC Domestic Entity DIFFRACTIVE MANAGERS GROUP PAYCO, LLC MEMBER 10/2018 > 75%
1251 CAPITAL GROUP, INC. Domestic Entity 1251 FINANCING COMPANY, LLC MANAGING MEMBER 10/2018 > 75%
1251 CAPITAL GROUP HOLDINGS, LLC Domestic Entity 1251 CAPITAL GROUP, INC. SHAREHOLDER 10/2018
HONEYCUTT, JOSHUA, JOSEPH Individual THE HONEYCUTT REVOCABLE LIVING TRUST DTD 6/8/2010 TRUSTEE 06/2010
HONEYCUTT, JENNY, ANN Individual THE HONEYCUTT REVOCABLE LIVING TRUST DTD 6/8/2010 TRUSTEE 06/2010
VONSCHLEGELL, KATHLEEN, CARLSON Individual – CHIEF COMPLIANCE OFFICER 03/2022 < 5%
Clements, Brooke, Marie Individual – CHIEF FINANCIAL OFFICER 07/2021 < 5%
HAILER, JOHN, THOMAS Individual 1251 CAPITAL GROUP HOLDINGS, LLC MEMBER/MANAGER 01/2018 50-75%
MAGUIRE, CHRISTOPHER, JAMES Individual 1251 CAPITAL GROUP HOLDINGS, LLC MANAGER 07/2016
WILSON, MICHAEL, ARTHUR ROSS Individual 1251 CAPITAL GROUP HOLDINGS, LLC MANAGER 07/2016
BRIZIUS, CHARLES, ALBERT Individual 1251 CAPITAL GROUP HOLDINGS, LLC MEMBER/MANAGER 06/2016

No. Employees, Historic

20100201920202021202220232024202516 on 11/26/201917 on 3/13/202017 on 6/5/202018 on 3/22/202118 on 7/16/202118 on 7/16/202118 on 11/19/202118 on 3/15/202218 on 3/20/202317 on 3/14/2024

RAUM, Historic

5B3B020192020202120222023202420253124707393 on 11/26/20194311535838 on 3/13/20204311535838 on 6/5/20204087035071 on 3/22/20214087035071 on 7/16/20214087035071 on 7/16/20214087035071 on 11/19/20213743724821 on 3/15/20222360251267 on 3/20/20232306064061 on 3/14/2024

No. Clients, Historic

70035002019202020212022202320242025241 on 11/26/2019242 on 3/13/2020242 on 6/5/2020426 on 3/22/2021426 on 7/16/2021426 on 7/16/2021426 on 11/19/2021613 on 3/15/2022501 on 3/20/2023386 on 3/14/2024

Holdings

From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ACCENTURE PLC CL A COMMON STOCKS 27K 90 –
ADIDAS AG-SPONSORED ADR COMMON STOCKS 3M 27K –
ADOBE INC COMMON STOCKS 62M 112K –
AIR LIQUIDE-UNSPONSORED ADR COMMON STOCKS 28K 797 –
ALPHABET INC-CL A COMMON STOCKS 229K 1K –
ALPHABET INC-CL C COMMON STOCKS 64M 350K –
AMAZON.COM INC COMMON STOCKS 96M 495K –
AMERICAN TOWER CORP COMMON STOCKS 79M 406K –
AMETEK INC COMMON STOCKS 8M 47K –
AMPHENOL CORP-CL A COMMON STOCKS 66M 974K –
ANALOG DEVICES INC COMMON STOCKS 49M 214K –
APPLE INC COMMON STOCKS 112M 532K –
ASML HOLDING NV-NY REG SHS COMMON STOCKS 37K 36 –
BERKSHIRE HATHAWAY INC-CL B COMMON STOCKS 53M 131K –
BROADCOM INC COMMON STOCKS 50M 31K –
BROOKFIELD ASSET MGMT-A COMMON STOCKS 3K 82 –
BROOKFIELD CORP COMMON STOCKS 3M 68K –
CANADIAN PACIFIC KANSAS CITY COMMON STOCKS 6M 72K –
CELLNEX TELECOM SAU-UNSP ADR COMMON STOCKS 24K 1K –
COLOPLAST AS- UNSPON ADR COMMON STOCKS 4M 353K –
CONSTELLATION SOFTWARE INC COMMON STOCKS 37K 13 –
DANAHER CORP COMMON STOCKS 54M 215K –
DASSAULT SYS S A SPON ADR COMMON STOCKS 19K 501 –
EDENRED SA-UNSP ADR COMMON STOCKS 19K 902 –
EQUIFAX INC COMMON STOCKS 36M 149K –
EXPERIAN PLC-SPONS ADR COMMON STOCKS 303K 7K –
FANUC CORP-UNSP ADR COMMON STOCKS 210K 15K –
FORTIVE CORP COMMON STOCKS 40M 543K –
GXO LOGISTICS INC COMMON STOCKS 49M 962K –
HEICO CORP COMMON STOCKS 45M 199K –
INFINEON TECHNOLOGIES ADR COMMON STOCKS 22K 598 –
INTUIT INC COMMON STOCKS 52M 79K –
JOHNSON & JOHNSON COMMON STOCKS 50M 343K –
LINDE PLC COMMON STOCKS 68M 156K –
META PLATFORMS INC-CLASS A COMMON STOCKS 50M 98K –
METTLER-TOLEDO INTERNATIONAL COMMON STOCKS 66M 47K –
MICROCHIP TECHNOLOGY INC COMMON STOCKS 45M 488K –
MICROSOFT CORP COMMON STOCKS 140M 314K –
MOODYS CORP COMMON STOCKS 57M 135K –
NESTLE SA-REG COMMON STOCKS 12K 113 –
NESTLE SA-SPONS ADR COMMON STOCKS 6M 61K –
NIKE INC CL B COMMON STOCKS 41M 544K –
NOVARTIS AG-SPONSORED ADR COMMON STOCKS 32K 300 –
NOVONESIS (NOVOZYMES) - ADR COMMON STOCKS 347K 6K –
ORACLE CORP COMMON STOCKS 83M 585K –
PEPSICO INC COMMON STOCKS 25M 150K –
PERNOD RICARD SA COMMON STOCKS 6K 41 –
PERNOD RICARD SA - SPON ADR COMMON STOCKS 4M 131K –
ROPER TECHNOLOGIES INC COMMON STOCKS 48M 86K –
SAFRAN SA-UNSPON ADR COMMON STOCKS 4M 75K –
SALESFORCE INC COMMON STOCKS 70M 274K –
SAP SE-SPONSORED ADR COMMON STOCKS 77M 383K –
SARTORIUS AG-UNSP ADR COMMON STOCKS 133K 3K –
SARTORIUS AG-VORZUG COMMON STOCKS 18K 77 –
STRYKER CORP COMMON STOCKS 9M 27K –
TOPICUS.COM INC-SUB VOTING COMMON STOCKS 3K 40 –
TRANSDIGM GROUP INC COMMON STOCKS 104M 81K –
UNILEVER PLC-SPONSORED ADR COMMON STOCKS 9M 164K –
VERALTO CORP COMMON STOCKS 22M 227K –
VISA INC-CLASS A SHARES COMMON STOCKS 68M 258K –
WALT DISNEY CO/THE COMMON STOCKS 56M 561K –