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MAR VISTA INVESTMENT PARTNERS, LLC

LOS ANGELES, CA · CRD 144906 · IAPD ↗ · 310-917-2800

$1.12BRegulatory AUM
19Advisory reps
19Employees
6Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — MAR VISTA INVESTMENT PARTNERS, LLC reported RAUM down 26% ($1.51B -> $1.12B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
47
April 2025 — MAR VISTA INVESTMENT PARTNERS, LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — MAR VISTA INVESTMENT PARTNERS, LLC reported RAUM down 35% ($2.31B -> $1.51B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.