# Mountain Pacific Investment Advisers

Mountain Pacific Investment Advisers is a RIA based in Boise, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Boise, United States
- **Region:** North America
- **Address:** 877 W. Main St., Suite 704, Boise, ID 83702, United States
- **Founded:** 1977
- **Assets under management:** Undisclosed
- **Website:** mountain-pacific.com
- **LinkedIn:** https://www.linkedin.com/company/mountain-pacific-investment-advisers-inc

## Regulatory record

- **CRD number:** 104749
- **SEC file number:** 801-12784
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104749

## About

Mountain Pacific is an independent, employee-owned Registered Investment Adviser that provides customized investment solutions for individuals, trusts and estates, pension and profit sharing plans, businesses, endowments, and foundations. The firm is held to a fiduciary standard and draws on over four decades of experience managing high net-worth portfolios. Its approach emphasizes rigorous proprietary fundamental research and a low-turnover investment philosophy.

## Sectors

- Mid-Cap Growth

## People

- William (Bill) Palumbo — Investment Adviser Representative / Principal
- Bruce Reeder — Investment Adviser Representative / Principal
- Matthew Lindstrom — Investment Adviser Representative / Principal
- Nathan C. Oakley — Investment Adviser Representative / Principal

## Questions

### Who runs investment decisions at Mountain Pacific?

Investment decisions are made by the firm's four principals, who all hold the Investment Adviser Representative title: William Palumbo, Bruce Reeder, Matthew Lindstrom, and Nathan Oakley. The team is small, with no separate investment committee or external manager delegation disclosed. All research is conducted in-house.

### Does Mountain Pacific participate in fund commitments or only direct securities?

Mountain Pacific does not mention fund commitments, private equity, or alternative investments anywhere in its disclosure. The firm constructs portfolios of individual mid-cap growth stocks and passive bond positions. All investments appear to be in direct publicly traded securities held in separately managed accounts.

### What investment stages or market caps does the firm target?

Mountain Pacific states explicitly that it focuses on mid-capitalization growth stocks with a value orientation. The firm does not invest in early-stage private companies, venture capital, or large-cap dominated index strategies. Its fixed-income allocation is passive and used for income generation and portfolio balancing.

### What is Mountain Pacific's known posture on co-investments or club deals?

Mountain Pacific does not engage in co-investments, club deals, or any form of pooled private investment. Each client's money is managed in a separate account at an independent custodian. The firm's low-turnover, direct-stock philosophy resembles a boutique SMA manager rather than a platform that syndicates deals.

## Related profiles

- [Mountain Man Ventures](https://altss.com/profile/mountain-man-ventures)
- [Mountain Pass Planning](https://altss.com/profile/mountain-pass-planning)

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Last updated: 2026-08-11T15:07:26.757Z

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