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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC

CRD 104749

BOISE, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:96ae0be7-84ef-3665-d491-cdba66451b11

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 4
On other graphs: 0
Observed: Feb 24, 2012 to Mar 5, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $934MItem 5.F on the latest filing (2026-03-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $934M
Private client RAUM: $830MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $187Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 769
Individual clients: 102
High net worth clients: 188
SEC number: 801-12784
CIK: 1067324
CRD: 104749
Filings on the tape: 30
First filed: Feb 24, 2012
Latest filed: Mar 5, 2026
Organised: Limited Liability Company, ID
Website: mountain-pacific.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM JOHN PALUMBO	n/a	BOISE, ID	29	43	n/a	no
BRUCE ALAN REEDER	n/a	BOISE, ID	26	27	n/a	no
MATTHEW MICHAEL LINDSTROM	n/a	BOISE, ID	9	13	n/a	no
NATHAN CHRISTIAN OAKLEY	Chartered Financial Analyst	BOISE, ID	7	23	n/a	no
Rashe Lee Elliott	n/a	BOISE, ID	2	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LINDSTROM, MATTHEW, MICHAEL	MEMBER/CHIEF COMPLIANCE OFFICER	D	yes	11/2020	Mar 5, 2026	Mar 5, 2026
OAKLEY, NATHAN, CHRISTIAN	Member	D	yes	11/2020	Mar 5, 2026	Mar 5, 2026
PALUMBO, WILLIAM, JOHN	ELECTED MANAGER	Na	yes	11/2020	Mar 5, 2026	Mar 5, 2026
REEDER, BRUCE, ALAN	ELECTED MANAGER	Na	yes	11/2020	Mar 5, 2026	Mar 5, 2026
MPIA HOLDINGS, INC.	HOLDING COMPANY	C	yes	10/2020	Oct 30, 2020	Dec 3, 2024
PALUMBO, WILLIAM, JOHN	Member	D	yes	10/2020	Feb 24, 2012	Dec 3, 2024
REEDER, BRUCE, ALAN	Member	D	yes	10/2020	Feb 24, 2012	Dec 3, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 5, 2026	$934M	$934M	6	5	0	n/a	n/a
2024	Mar 6, 2025	$1.7B	$1.7B	5	5	0	n/a	n/a
2023	Mar 20, 2024	$1.9B	$1.9B	5	5	0	n/a	n/a
2022	Mar 13, 2023	$1.7B	$1.7B	5	5	0	n/a	n/a
2021	Mar 30, 2022	$2.0B	$2.0B	5	5	0	n/a	n/a
2020	Mar 5, 2021	$1.7B	$1.7B	5	5	0	n/a	n/a
2019	Mar 24, 2020	$1.4B	$1.4B	5	5	0	n/a	n/a
2018	Mar 8, 2019	$1.1B	$1.1B	5	5	0	n/a	n/a
2017	Mar 28, 2018	$1.1B	$1.1B	4	4	0	n/a	n/a
2016	Mar 24, 2017	$1.1B	$1.1B	4	4	n/a	n/a	n/a
2015	Feb 26, 2016	$958M	$958M	4	3	n/a	n/a	n/a
2014	Mar 20, 2015	$975M	$975M	5	4	n/a	n/a	n/a
2013	Mar 5, 2014	$946M	$946M	5	4	n/a	n/a	n/a
2012	Mar 14, 2013	$710M	$710M	5	3	n/a	n/a	n/a
2011	Feb 24, 2012	$661M	$661M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$934M	$1.7B	-46.6%	$1.7B	-17.8%	6	5	0	0

Relationships

Registered with (6)

← Rashe Lee ElliottAdvisorregistration: current employment
Apr 2, 2024 to presentfactForm ADV
← NATHAN CHRISTIAN OAKLEYAdvisorregistration: current employment
Feb 26, 2019 to presentfactForm ADV
← MATTHEW MICHAEL LINDSTROMAdvisorregistration: current employment
Feb 16, 2017 to presentfactForm ADV
← BRUCE ALAN REEDERAdvisorregistration: current employment
Mar 30, 2000 to presentfactForm ADV
← WILLIAM JOHN PALUMBOAdvisorregistration: current employment
Sep 5, 1997 to presentfactForm ADV
← CHELSIE STILSONAdvisorregistration: previous registration
Oct 30, 2013 to Jan 31, 2024factForm ADV

Controls (5)

← PALUMBO, WILLIAM, JOHNOwnerMEMBER, ownership code D, individual
Feb 24, 2012 to Dec 3, 2024factForm ADV
← REEDER, BRUCE, ALANOwnerMEMBER, ownership code D, individual
Feb 24, 2012 to Dec 3, 2024factForm ADV
← LINDSTROM, MATTHEW, MICHAELOwnerMEMBER/CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 5, 2021 to Dec 3, 2024factForm ADV
← OAKLEY, NATHAN, CHRISTIANOwnerMEMBER, ownership code C, individual
Mar 5, 2021 to Dec 3, 2024factForm ADV
← MPIA HOLDINGS, INC.OwnerHOLDING COMPANY, ownership code C, domestic entity
Oct 30, 2020 to Dec 3, 2024factForm ADV

Dated events

Occurred
Mar 5, 2026
Regulatory AUM changed
Mountain Pacific Investment Advisers, Llc reported RAUM $933.7M, down 47% from $1.7B (2025-07-29 to 2026-03-05)
Form ADVobserved 4 days ago
$-815M
Occurred
Jan 31, 2024
Advisor changed firm
Chelsie Stilson left Mountain Pacific Investment Advisers, Llc for Mariner (registered 2024-01-03)
Form ADVobserved 4 days ago
Occurred
Oct 30, 2020
Succession filed (Item 4)
Mountain Pacific Investment Advisers Inc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Mar 24, 2020
Regulatory AUM changed
Mountain Pacific Investment Advisers, Llc reported RAUM $1.4B, up 30% from $1.1B (2019-03-08 to 2020-03-24)
Form ADVobserved 4 days ago
$331M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:96ae0be7-84ef-3665-d491-cdba66451b11
First observed: Feb 24, 2012
Last observed: Mar 5, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC

CRD 104749

BOISE, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:96ae0be7-84ef-3665-d491-cdba66451b11

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:16 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM JOHN PALUMBO

n/a

BOISE, ID

n/a

BRUCE ALAN REEDER

n/a

BOISE, ID

n/a

MATTHEW MICHAEL LINDSTROM

n/a

BOISE, ID

n/a

NATHAN CHRISTIAN OAKLEY

Chartered Financial Analyst

BOISE, ID

n/a

Rashe Lee Elliott

n/a

BOISE, ID

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LINDSTROM, MATTHEW, MICHAEL

MEMBER/CHIEF COMPLIANCE OFFICER

yes

11/2020

Mar 5, 2026

OAKLEY, NATHAN, CHRISTIAN

Member

yes

11/2020

Mar 5, 2026

PALUMBO, WILLIAM, JOHN

ELECTED MANAGER

yes

11/2020

Mar 5, 2026

REEDER, BRUCE, ALAN

ELECTED MANAGER

yes

11/2020

Mar 5, 2026

MPIA HOLDINGS, INC.

HOLDING COMPANY

yes

10/2020

Oct 30, 2020

Dec 3, 2024

PALUMBO, WILLIAM, JOHN

Member

yes

10/2020

Feb 24, 2012

Dec 3, 2024

REEDER, BRUCE, ALAN

Member

yes

10/2020

Feb 24, 2012

Dec 3, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$934M

n/a

2024

Mar 6, 2025

$1.7B

n/a

2023

Mar 20, 2024

$1.9B

n/a

2022

Mar 13, 2023

$1.7B

n/a

2021

Mar 30, 2022

$2.0B

n/a

2020

Mar 5, 2021

$1.7B

n/a

2019

Mar 24, 2020

$1.4B

n/a

2018

Mar 8, 2019

$1.1B

n/a

2017

Mar 28, 2018

$1.1B

n/a

2016

Mar 24, 2017

$1.1B

n/a

2015

Feb 26, 2016

$958M

n/a

2014

Mar 20, 2015

$975M

n/a

2013

Mar 5, 2014

$946M

n/a

2012

Mar 14, 2013

$710M

n/a

2011

Feb 24, 2012

$661M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$934M

$1.7B

-46.6%

$1.7B

-17.8%