MAR VISTA INVESTMENT PARTNERS, LLC

11150 Santa Monica Blvd
Suite 320
Los Angeles, California 90025
Tel: 310-917-2800

About MAR VISTA INVESTMENT PARTNERS, LLC

MAR VISTA INVESTMENT PARTNERS, LLC, formally registered with the SEC as MAR VISTA INVESTMENT PARTNERS, LLC. The firm was established in 10/04/2007. They have over 5 offices throughout the country.

MAR VISTA INVESTMENT PARTNERS, LLC is a Los Angeles, California based Financial Planning firm with nearly $2,306,064,061 assets under management, offering retirement planning & investment advisory services to 386 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144906
SEC#	801-68369
Assets Managed by Firm	$2,306,064,061
No. of Clients	386
No. of Advisors	17

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other (SUB-ADVISORY SERVICES, UMA)

Firm Client Information

	No. of Clients	AUM
Firm Total	386	$2,306,064,061
Individuals (other than high net worth individuals)	273	$100,851,246
High net worth individuals	49	$128,040,812
Pension and profit sharing plans	14	$872,795,444
Charitable organizations	14	$135,206,781
Corporations or other businesses	25	$327,889,921

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