DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Mar Vista Investment Partners, LLC
Latest filing Mar 24, 2026
First filing on the tape Mar 29, 2012 · 37 filings
SEC status approved since Oct 4, 2007
RAUM
$1.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
11%
$121M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$280M
derived; firm RAUM over IAPD count
Employees
19
19 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$1.1B as of Mar 24, 2026
Mar 29, 2012$1.2B then
HNW client RAUM$74.9M as of Mar 24, 2026
Mar 9, 2018$84.3M then
State-registered IARs (5.B.3)4 as of Mar 24, 2026
Mar 15, 20130 then
Employees (5.A)19 as of Mar 24, 2026
Mar 15, 20135 then
Private funds: no history
RAUM -26% over the last fiscal year-22% a year over threeIARs 4 to 4offices 4 to 3
Practice profile
derived from the filing of Mar 24, 2026; every figure names its basis
- RAUM per advisor
- $280MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 36derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.5MderivedHNW RAUM over HNW clients
- Average account
- $6.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 52%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.8derivedItem 5.A over advisors
- Advisors per office
- 1.0derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- -26%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -36%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companies, otherreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$553M55%
- Investment companies$218M22%
- Corporations and businesses$75.3M7.5%
- High-net-worth individuals$74.9M7.5%
- Individuals$45.6M4.6%
- Charitable organizations$33.6M3.4%
- Individual clients
- 115reported
- HNW clients
- 30reported
- Pension plan clients
- 5reported
- Charitable clients
- 5reported
- Accounts
- 165reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $71.6M managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.11 fund_share=0.19 institutional_share=0.52 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Brian Lee MasseyChartered Financial Analyst | Los Angeles, Ca | Oct 11, 2007 | 26 y | 1 |
| Silas Algia MyersChartered Financial Analyst | Miami, Fl | Oct 11, 2007 | 26 y | 1 |
| Jeffrey Bowditch Prestine | Los Angeles, Ca | Jan 6, 2009 | 26 y | 1 |
| Joshua Joseph HoneycuttChartered Financial Analyst | Los Angeles, Ca | Jan 6, 2009 | 26 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
- Shala L Walker to Linscomb Wealth, Inc.Jan 31, 2024 · Other
- Jon Robert Foust to Hood River Capital Management LLCJan 2, 2024 · Other
Joined, latest
- Shala L Walker from Stavis & Cohen Private Wealth, LLCFeb 9, 2023 · Other
- Jon Robert Foust from Roxbury Capital Management LLCMar 22, 2016 · Other
- Joshua Joseph Honeycutt from Roxbury Capital Management LLCJan 6, 2009 · Other
- Jeffrey Bowditch Prestine from Roxbury Capital Management LLCJan 6, 2009 · Other
- Brian Lee Massey from Roxbury Capital Management LLCOct 11, 2007 · Other
- Silas Algia Myers from Roxbury Capital Management LLCOct 11, 2007 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Joseph Joshua Honeycutt · Board Member, Common Membercontrolsince 01/2009 · owns less than 5%
- Lee Brian Massey · President, Board Member, Common Membercontrolsince 09/2007 · owns less than 5%
- Algia Silas Myers · Ceo, Board Member, Common Membercontrolsince 09/2007 · owns less than 5%
- Bowditch Jeffrey Prestine · Board Member, Common Membercontrolsince 01/2009 · owns less than 5%
- Aloys Robert Schmaltz · Chief Operating Officer, Board Member, Class A Membercontrolsince 11/2014 · owns less than 5%
- Albert Charles Brizius · Member/Managercontrolsince 06/2016 · owns F of 1251 Capital Group Holdings, LLC
- Thomas John Hailer · Member/Managercontrolsince 01/2018 · owns 50% to 75% of 1251 Capital Group Holdings, LLC
- Ann Jenny Honeycutt · Trusteecontrolsince 06/2010 · owns F of The Honeycutt Revocable Living Trust Dtd 6/8/2010
- Joseph Joshua Honeycutt · Trusteecontrolsince 06/2010 · owns F of The Honeycutt Revocable Living Trust Dtd 6/8/2010
- James Christopher Maguire · Managercontrolsince 07/2016 · owns F of 1251 Capital Group Holdings, LLC
- Kimberly Allison Massey · Trusteecontrolsince 07/2006 · owns 50% to 75% of The 2006 Massey Family Trust
- Lee Brian Massey · Trusteecontrolsince 07/2006 · owns 50% to 75% of The 2006 Massey Family Trust
- Algia Silas Myers · Trusteecontrolsince 10/2010 · owns 75% or more of The Myers Revocable Living Trust
- Bowditch Jeffrey Prestine · Trusteecontrolsince 07/2005 · owns 50% to 75% of Romero-Prestine 2005 Trust
- Claudia Romero · Trusteecontrolsince 07/2005 · owns 50% to 75% of Romero-Prestine 2005 Trust
- Arthur Ross Michael Wilson · Managercontrolsince 07/2016 · owns F of 1251 Capital Group Holdings, LLC
- Marie Brooke Clements · Chief Financial Officersince 07/2021 · owns less than 5%
- Carlson Kathleen Vonschlegell · Chief Compliance Officersince 03/2022 · owns less than 5%
Entity owners
- 1251 Capital Group Holdings, LLC · Shareholderindirect · owns F of 1251 Capital Group, Inc.
- 1251 Capital Group, Inc. · Managing Memberindirect · owns 75% or more of 1251 Financing Company, LLC
- 1251 Financing Company, LLC · Memberindirect · owns 75% or more of Diffractive Managers Group Payco, LLC
- Diffractive Managers Group Payco, LLC · Memberindirect · owns 75% or more of F/M Managers Group, LLC
- Romero-Prestine 2005 Trust · Ownerindirect · owns 75% or more of Calico Investment Partners LP
- The 2006 Massey Family Trust · Ownerindirect · owns 75% or more of Rayner Brothers, LLC
- The Myers Revocable Living Trust · Ownerindirect · owns 75% or more of Sam Legacy LP
- Calico Investment Partners LP · Common Memberdirect · owns 10% to 25%
- F/M Managers Group, LLC · Board Member, Common Memberdirect · owns 10% to 25%
- Rayner Brothers, LLC · Common Memberdirect · owns 10% to 25%
- Sam Legacy LP · Common Memberdirect · owns 10% to 25%
- The Honeycutt Revocable Living Trust Dtd 6/8/2010 · Common Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- Hood River Capital Management LLCinvestment advisernRAUM $9.5B
Advisers that list Mar Vista Investment Partners, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Los Angeles, Ca · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Minnetonka, MN10 employees
- , 1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- account count collapseChange between filings · filing Mar 24, 2026accounts (Item 5.F.2.f) moved from 268.0 to 165.0 (-38.0%) between the annual amendments of 2025-03-14 and 2026-03-24; the peer median change was +1.0% (56 comparable advisers, 5.0th percentile of changes)peers: other advisers, $1B to $5B (56) · 5.5% percentile
- RAUM down 25 %Change between filings · filing Mar 24, 2026RAUM (Item 5.F) moved from $1,509,969,079 to $1,121,405,368 (-26.0%) between the annual amendments of 2025-03-14 and 2026-03-24; the peer median change was +11.0% (231 comparable advisers, 7.0th percentile of changes)peers: other advisers, $1B to $5B (231) · 6.5% percentile
What changed
consecutive filings, newest first
- Accounts · 268 to 165Oct 23, 2025 to Mar 24, 2026
- Advisory employees · 17 to 19Oct 23, 2025 to Mar 24, 2026
- Charity clients · 9 to 5Oct 23, 2025 to Mar 24, 2026
- Corporate clients · 17 to 7Oct 23, 2025 to Mar 24, 2026
- HNW clients · 36 to 30Oct 23, 2025 to Mar 24, 2026
- Individual clients · 190 to 115Oct 23, 2025 to Mar 24, 2026
- Pension plan clients · 8 to 5Oct 23, 2025 to Mar 24, 2026
- Employees · 17 to 19Oct 23, 2025 to Mar 24, 2026
- Discretionary RAUM · $1.5B to $1.1BOct 23, 2025 to Mar 24, 2026
- HNW RAUM · $102M to $74.9MOct 23, 2025 to Mar 24, 2026
- Individual RAUM · $77.6M to $45.6MOct 23, 2025 to Mar 24, 2026
- Pension RAUM · $542M to $553MOct 23, 2025 to Mar 24, 2026
- RAUM · $1.5B to $1.1BOct 23, 2025 to Mar 24, 2026
- Wrap assets (manager) · $116M to $71.6MOct 23, 2025 to Mar 24, 2026
- Other offices · 4 to 3Mar 14, 2025 to Oct 23, 2025
- Accounts · 386 to 268Nov 29, 2024 to Mar 14, 2025
- BD registered reps · 1 to 0Nov 29, 2024 to Mar 14, 2025
- Charity clients · 14 to 9Nov 29, 2024 to Mar 14, 2025
- Corporate clients · 25 to 17Nov 29, 2024 to Mar 14, 2025
- HNW clients · 49 to 36Nov 29, 2024 to Mar 14, 2025
- Individual clients · 273 to 190Nov 29, 2024 to Mar 14, 2025
- Pension plan clients · 14 to 8Nov 29, 2024 to Mar 14, 2025
- Insurance-licensed employees · 1 to 0Nov 29, 2024 to Mar 14, 2025
- Financial planning clients · unset to Nov 29, 2024 to Mar 14, 2025
- State-registered IARs · 5 to 4Nov 29, 2024 to Mar 14, 2025
- Discretionary RAUM · $2.3B to $1.5BNov 29, 2024 to Mar 14, 2025
- HNW RAUM · $128M to $102MNov 29, 2024 to Mar 14, 2025
- Individual RAUM · $101M to $77.6MNov 29, 2024 to Mar 14, 2025
- Pension RAUM · $873M to $542MNov 29, 2024 to Mar 14, 2025
- RAUM · $2.3B to $1.5BNov 29, 2024 to Mar 14, 2025
- Wrap assets (manager) · $155M to $116MNov 29, 2024 to Mar 14, 2025
- Accounts · 501 to 386Mar 20, 2023 to Mar 14, 2024
- Advisory employees · 18 to 17Mar 20, 2023 to Mar 14, 2024
- Charity clients · 21 to 14Mar 20, 2023 to Mar 14, 2024
- Corporate clients · 38 to 25Mar 20, 2023 to Mar 14, 2024
- HNW clients · 48 to 49Mar 20, 2023 to Mar 14, 2024
- Individual clients · 366 to 273Mar 20, 2023 to Mar 14, 2024
- Pension plan clients · 15 to 14Mar 20, 2023 to Mar 14, 2024
- Employees · 18 to 17Mar 20, 2023 to Mar 14, 2024
- Insurance-licensed employees · 2 to 1Mar 20, 2023 to Mar 14, 2024
Signals
16 dated events
- Mar Vista Investment Partners, Llc reported RAUM $1.1B, down 26% from $1.5B (2025-10-23 to 2026-03-24)Mar 24, 2026 · RAUM change · derived
- Mar Vista Investment Partners, Llc reported RAUM $1.5B, down 35% from $2.3B (2024-11-29 to 2025-03-14)Mar 14, 2025 · RAUM change · derived
- Shala L Walker left Mar Vista Investment Partners, Llc for Linscomb Wealth, Inc. (registered 2026-04-17)Jan 31, 2024 · Advisor changed firm · fact
- Jon Robert Foust left Mar Vista Investment Partners, Llc for Hood River Capital Management Llc (registered 2016-03-22)Jan 2, 2024 · Advisor changed firm · fact
- Mar Vista Investment Partners, Llc reported RAUM $2.4B, down 37% from $3.7B (2022-03-15 to 2023-03-20)Mar 20, 2023 · RAUM change · derived
- Thomas John Hailer (Member/Manager) appeared on Schedule A of Mar Vista Investment Partners, LlcMar 20, 2023 · Control person joined · fact
- James Christopher Maguire (Manager) appeared on Schedule A of Mar Vista Investment Partners, LlcMar 20, 2023 · Control person joined · fact
- Arthur Ross Michael Wilson (Manager) appeared on Schedule A of Mar Vista Investment Partners, LlcMar 20, 2023 · Control person joined · fact
- Albert Charles Brizius (Member/Manager) appeared on Schedule A of Mar Vista Investment Partners, LlcMar 20, 2023 · Control person joined · fact
- Marie Brooke Clements (Trustee) no longer on Schedule A of Mar Vista Investment Partners, Llc (listed 2021-03-22, absent 2021-07-16)Jul 16, 2021 · Control person left · inference
- Ann Jenny Honeycutt (Trustee) appeared on Schedule A of Mar Vista Investment Partners, LlcJul 16, 2021 · Control person joined · fact
- Marie Brooke Clements (Trustee) appeared on Schedule A of Mar Vista Investment Partners, LlcMar 22, 2021 · Control person joined · fact
- Mar Vista Investment Partners, Llc reported RAUM $4.3B, up 38% from $3.1B (2019-11-26 to 2020-03-13)Mar 13, 2020 · RAUM change · derived
- Kimberly Allison Massey (Trustee) appeared on Schedule A of Mar Vista Investment Partners, LlcMar 15, 2019 · Control person joined · fact
- Claudia Romero (Trustee) appeared on Schedule A of Mar Vista Investment Partners, LlcMar 15, 2019 · Control person joined · fact
- Mar Vista Investment Partners, Llc reported RAUM $2.7B, down 26% from $3.6B (2017-09-05 to 2018-03-09)Mar 9, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/MAR-VISTA-INVESTMENT-PARTNERS-LLCreportedpublic record, Form ADV, Sep 17, 2026
- Website
- MARVISTAINVESTMENTS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 310-917-2800reportedpublic record, Form ADV, Mar 24, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $280Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026