Mar Vista Investment Partners, Llc
SEC-registered
Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 144906
· SEC file 801-68369
· Los Angeles, CA
· WWW.LINKEDIN.COM
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ADV data as of Mar 24, 2026
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 165
- Avg AUM / client
- $6.8M
- Accounts
- 165
- Employees
- 19
AUM over time
$1.1B
$4.3B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Investments (13F portfolio — 35 positions, $999,737,330)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COMMON STOCKS | $65,490,510 | 258,050 | 6.55% | 5.84% |
| 2 | Nvidia Corp | COMMON STOCKS | $62,800,045 | 360,092 | 6.28% | 5.6% |
| 3 | Microsoft Corp | COMMON STOCKS | $59,095,049 | 159,643 | 5.91% | 5.27% |
| 4 | Amazon.Com Inc | COMMON STOCKS | $56,220,196 | 269,939 | 5.62% | 5.01% |
| 5 | Alphabet Inc Cl C | COMMON STOCKS | $50,204,803 | 175,015 | 5.02% | 4.48% |
| 6 | Transdigm Group Inc | COMMON STOCKS | $45,484,544 | 39,246 | 4.55% | 4.06% |
| 7 | Broadcom Inc | COMMON STOCKS | $43,262,379 | 139,777 | 4.33% | 3.86% |
| 8 | Visa Inc Class A Shares | COMMON STOCKS | $41,449,194 | 137,140 | 4.15% | 3.7% |
| 9 | Johnson & Johnson | COMMON STOCKS | $40,577,040 | 166,000 | 4.06% | 3.62% |
| 10 | Moodys Corp | COMMON STOCKS | $40,165,538 | 92,070 | 4.02% | 3.58% |
| 11 | Analog Devices Inc | COMMON STOCKS | $38,003,732 | 119,456 | 3.8% | 3.39% |
| 12 | Linde Plc | COMMON STOCKS | $36,851,328 | 74,333 | 3.69% | 3.29% |
| 13 | Amphenol Corp Cl A | COMMON STOCKS | $36,699,747 | 290,461 | 3.67% | 3.27% |
| 14 | Ametek Inc | COMMON STOCKS | $36,682,355 | 171,125 | 3.67% | 3.27% |
| 15 | Ge Aerospace | COMMON STOCKS | $36,420,461 | 128,345 | 3.64% | 3.25% |
| 16 | Stryker Corp | COMMON STOCKS | $34,054,410 | 103,638 | 3.41% | 3.04% |
| 17 | Taiwan Semiconductor Sp Adr | COMMON STOCKS | $30,562,170 | 90,434 | 3.06% | 2.73% |
| 18 | Meta Platforms Inc Class A | COMMON STOCKS | $30,051,700 | 52,526 | 3.01% | 2.68% |
| 19 | Berkshire Hathaway Inc Cl B | COMMON STOCKS | $28,780,273 | 60,059 | 2.88% | 2.57% |
| 20 | Netflix Inc | COMMON STOCKS | $24,930,926 | 259,292 | 2.49% | 2.22% |
| 21 | Danaher Corp | COMMON STOCKS | $22,787,834 | 120,189 | 2.28% | 2.03% |
| 22 | Mettler Toledo International | COMMON STOCKS | $21,442,922 | 17,002 | 2.14% | 1.91% |
| 23 | Ge Vernova Inc | COMMON STOCKS | $20,243,424 | 23,191 | 2.02% | 1.81% |
| 24 | Unilever Plc Sponsored Adr | COMMON STOCKS | $19,652,257 | 344,958 | 1.97% | 1.75% |
| 25 | Oracle Corp | COMMON STOCKS | $17,580,381 | 119,505 | 1.76% | 1.57% |
Top 25 of 35 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 115 | $45.6M | 4.07% |
| High net worth individuals | 30 | $74.9M | 6.68% |
| Investment companies | 1 | $218M | 19.5% |
| Pension and profit sharing plans | 5 | $553M | 49.3% |
| Charitable organizations | 5 | $33.6M | 3.0% |
| Corporations and other businesses | 7 | $75.3M | 6.71% |
| Other | 2 | $120M | 10.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Mto 401(k) Profit Sharing Plan Munger, Tolles & Olson Llp | 2021 |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Bowditch Prestine | Board Member, Common Member | Jul 2005 (21y) | ≈ 3.75% – 18.75% via Romero Prestine 2005 Trust | |
| Romero, Claudia | Trustee | Jul 2005 (21y) | ≈ 3.75% – 18.75% via Romero Prestine 2005 Trust | |
| Brian Lee Massey | President, Board Member, Common Member | CFA | Jul 2006 (20y) | ≈ 3.75% – 18.75% via The 2006 Massey Family Trust |
| Massey, Allison, Kimberly | Trustee | Jul 2006 (20y) | ≈ 3.75% – 18.75% via The 2006 Massey Family Trust | |
| Silas Algia Myers | Ceo, Board Member, Common Member | CFA | Sep 2007 (19y) | ≈ 5.63% – 25% via The Myers Revocable Living Trust |
| Joshua Joseph Honeycutt | Board Member, Common Member | CFA | Jan 2009 (18y) | Less than 5% |
| Honeycutt, Jenny, Ann | Trustee | Jun 2010 (16y) | GP / trustee / elected manager of The Honeycutt Revocable Living Trust Dtd 6/8/2010 (indirect) | |
| Schmaltz, Robert, Aloys | Chief Operating Officer, Board Member, Class A Member | Nov 2014 (12y) | Less than 5% | |
| Brizius, Charles, Albert | Member/Manager | Jun 2016 (10y) | GP / trustee / elected manager of 1251 Capital Group Holdings, Llc (indirect) | |
| Maguire, Christopher, James | Manager | Jul 2016 (10y) | GP / trustee / elected manager of 1251 Capital Group Holdings, Llc (indirect) | |
| Wilson, Michael, Arthur Ross | Manager | Jul 2016 (10y) | GP / trustee / elected manager of 1251 Capital Group Holdings, Llc (indirect) | |
| Hailer, John, Thomas | Member/Manager | Jan 2018 (9y) | 50% – 75% of 1251 Capital Group Holdings, Llc (indirect) | |
| Clements, Brooke, Marie | Chief Financial Officer | Jul 2021 (5y) | Less than 5% | |
| Vonschlegell, Kathleen, Carlson | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sam Legacy Lp | Common Member | Mar 2018 | A | 10% – 25% |
| Rayner Brothers, Llc | Common Member | Dec 2007 | A | 10% – 25% |
| Calico Investment Partners Lp | Common Member | Mar 2018 | A | 10% – 25% |
| F/M Managers Group, Llc | Board Member, Common Member | Jun 2021 | A | 10% – 25% |
| The Honeycutt Revocable Living Trust Dtd 6/8/2010 | Common Member | Jun 2010 | A | 10% – 25% |
| The 2006 Massey Family Trust | Owner | Jul 2006 | B | ≈ 7.5% – 25% via Rayner Brothers, Llc |
| The Myers Revocable Living Trust | Owner | Oct 2010 | B | ≈ 7.5% – 25% via Sam Legacy Lp |
| Romero Prestine 2005 Trust | Owner | Jul 2005 | B | ≈ 7.5% – 25% via Calico Investment Partners Lp |
| Diffractive Managers Group Payco, Llc | Member | Oct 2018 | B | ≈ 7.5% – 25% via F/M Managers Group, Llc |
| 1251 Financing Company, Llc | Member | Oct 2018 | B | ≈ 5.63% – 25% via Diffractive Managers Group Payco, Llc |
| 1251 Capital Group, Inc. | Managing Member | Oct 2018 | B | ≈ 4.22% – 25% via 1251 Financing Company, Llc |
| 1251 Capital Group Holdings, Llc | Shareholder | Oct 2018 | B | GP / trustee / elected manager of 1251 Capital Group, Inc. (indirect) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jeffrey Bowditch Prestine: 50% – 75% of Romero Prestine 2005 Trust × 75% – 100% of Calico Investment Partners Lp × 10% – 25% direct ≈ 3.75% – 18.75% of the firm
- Romero, Claudia: 50% – 75% of Romero Prestine 2005 Trust × 75% – 100% of Calico Investment Partners Lp × 10% – 25% direct ≈ 3.75% – 18.75% of the firm
- Brian Lee Massey: 50% – 75% of The 2006 Massey Family Trust × 75% – 100% of Rayner Brothers, Llc × 10% – 25% direct ≈ 3.75% – 18.75% of the firm
- Massey, Allison, Kimberly: 50% – 75% of The 2006 Massey Family Trust × 75% – 100% of Rayner Brothers, Llc × 10% – 25% direct ≈ 3.75% – 18.75% of the firm
- Silas Algia Myers: 75% – 100% of The Myers Revocable Living Trust × 75% – 100% of Sam Legacy Lp × 10% – 25% direct ≈ 5.63% – 25% of the firm
- The 2006 Massey Family Trust: 75% – 100% of Rayner Brothers, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- The Myers Revocable Living Trust: 75% – 100% of Sam Legacy Lp × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Romero Prestine 2005 Trust: 75% – 100% of Calico Investment Partners Lp × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Diffractive Managers Group Payco, Llc: 75% – 100% of F/M Managers Group, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- 1251 Financing Company, Llc: 75% – 100% of Diffractive Managers Group Payco, Llc × 75% – 100% of F/M Managers Group, Llc × 10% – 25% direct ≈ 5.63% – 25% of the firm
- 1251 Capital Group, Inc.: 75% – 100% of 1251 Financing Company, Llc × 75% – 100% of Diffractive Managers Group Payco, Llc × 75% – 100% of F/M Managers Group, Llc × 10% – 25% direct ≈ 4.22% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Mto 401(k) Profit Sharing Plan | Munger, Tolles & Olson Llp | 462 | $282M | 01/01/2021 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Northern Trust $404M (36% of AUM) Mar 2026
- Brown Brothers Harriman & Co. $330M (22% of AUM) Oct 2025
- BNY Mellon $233M (10% of AUM) Nov 2024
- Cibc Mellon Trust Company $120M (11% of AUM) Mar 2026
- State Street $94.0M (8% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗