MOUNTAIN PACIFIC ADVISORS, LLC
Adviser information for MOUNTAIN PACIFIC ADVISORS, LLC last updated from Form ADV on March 25th, 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 | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 4 | $204.2M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $204.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | <5 | $204.2M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-70665 |
|---|---|
| SEC ERA File Number | 801-70665 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 151666 |
| Legal Entity Identifier | 549300SRDLED2R3LYP42 |
Principal Office
400 112TH AVENUE NESUITE 130
BELLEVUE
WA
United States
Monday - Friday, 8AM - 5PM
Tel: 425-284-7200, Fax: 425-284-7201
Websites
Chief Compliance Officer
MARK MILLER
COO
400 112TH AVENUE NE
SUITE 130
BELLEVUE
WA
United States
Tel:
425-284-7200
Fax:
425-284-7201
M**********@***********************M
(Full email address available in API data)
Industry Affiliates
| THIRD STAGE INVESTMENT GROUP, 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 |
|---|---|---|---|---|---|
| MOUNTAIN PACIFIC GROUP, LLC | Domestic Entity | – | MANAGING MEMBER | 08/2009 | > 75% |
| WYSOCKA, JOLANTA, MARGARET | Individual | – | CEO | 08/2009 | < 5% |
| LAYARD-LIESCHING, RONALD, GEORGE | Individual | – | CHAIRMAN | 08/2009 | < 5% |
| WYSOCKA, JOLANTA, MARGARET | Individual | MOUNTAIN PACIFIC GROUP, LLC | CEO | 01/2020 | > 75% |
| MILLER, MARK, ERNEST | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2009 | < 5% |