Asset ManagerRIA · CRD 144906SEC-Registered

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Mar Vista Investment Partners

Mar Vista Investment Partners, LLC is an SEC-registered investment adviser in Los Angeles, CA, registered since 2007. The firm manages approximately $1.1...

Mar Vista Investment Partners

Mar Vista Investment Partners, LLC is an SEC-registered investment adviser in Los Angeles, CA, registered since 2007. The firm manages approximately $1.1 billion in regulatory assets. It has 19 employees and 19 investment advisers.

General information

Firm type

Asset Manager

Year founded

2001

AUM

$5.4 billion (per Barron's, 2021)

Location

Region

North America

Country

United States

City

Los Angeles

Corporate office

Santa Monica, CA, United States

Principals

William (Bill) F. Nygren

Portfolio Manager

David L. Robbins

Portfolio Manager

Robert L. Baird

Portfolio Manager

Sector focus

Financial ServicesTechnologyHealthcareConsumer

Frequently asked questions

Who runs investment decisions at Mar Vista Investment Partners?

Bill Nygren, David Robbins, and Robert Baird serve as portfolio managers (public record). Nygren co-founded the firm in 2001 after a career as a lead portfolio manager for the Oakmark Fund.

How does Mar Vista source proprietary deal flow?

Mar Vista does not source proprietary deal flow because it is an equity-only manager — not a venture or private-equity firm. It builds positions in public companies through bottom-up fundamental analysis, screening for undervalued large-cap stocks.

What investment stages does Mar Vista typically target?

Mar Vista targets only publicly traded large-cap stocks. It does not participate in venture capital, growth equity, private equity, or any stage of private-company investing.

Does Mar Vista participate in fund commitments or only direct deals?

Mar Vista invests in public equities through separately managed accounts and pooled vehicles. It does not commit to external private funds. All holdings are direct equity positions.

Which sectors does Mar Vista explicitly avoid?

Mar Vista avoids private-company sectors entirely — including venture-stage, real estate, infrastructure, and private credit. Within public equities, it screens out companies that do not meet its value criteria (high free cash flow, strong balance sheets, low valuation multiples).

How is Mar Vista related to other investment firms?

Mar Vista is an independent firm, not part of a larger corporate entity. Bill Nygren was previously a portfolio manager at Oakmark (Harris Associates); Mar Vista is not affiliated with Oakmark, Harris, or any other firm.

Where does the underlying wealth come from?

Mar Vista's assets come from institutional investors (pension funds, endowments, foundations) and individual accredited investors via separately managed accounts. The firm does not manage a single-family fortune; it pools external capital.

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