Mountain Pacific Advisors, LLC (Bellevue)

Name: Mountain Pacific Advisors, LLC
Address: 11820 Northup Way, Bellevue, WA, 98005 1926
Telephone: 425-284-7200

Mountain Pacific Advisors, LLC is a large advisory firm based in Bellevue. It manages $836.94 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Delaware, Michigan, and Washington.

Mountain Pacific Advisors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mountain Pacific Advisors: assets under management

The assets under management (AUM) of Mountain Pacific Advisors, LLC is $836.94 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 163% since the beginning of its operation, and $375.98 million of the total AUM is attributable to clients outside of the United States.

The firm manages $836.94 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $209.23 million each.

Mountain Pacific Advisors has custody of $126.7 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mountain Pacific Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ronald George Layard Liesching serves?

The firm provides services to pooled investment vehicles and pension and profit sharing plans. The largest group of clients of Ronald George Layard Liesching is pooled investment vehicles with 2 clients and $710.24 million of assets under management. Among the 8 most similar advisory firms, Mountain Pacific Advisors has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $836.94 million for 4 clients. 43% of the firm’s clients are foreign persons or businesses.

Mountain Pacific Advisors also advises several private funds. Namely, one hedge fund and one other private fund. The minimum investment commitment required of non-related persons ranges from $100 to $5,000,000.

Careers at Mountain Pacific Advisors, LLC

The company employs 13 people that are either part- or full-time employees. 54 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Ronald George Layard Liesching has been acting as President since 1 Aug 2009. Llc Mountain Pacific Group joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Mountain Pacific Group	Managing member	1 Aug 2009	75% - 100%	61-1520540
Jolanta Margaret Wysocka	Ceo	1 Aug 2009	Other	1733762
Ronald George Layard Liesching	Chairman	1 Aug 2009	Other	4362560
Mark Ernest Miller	Chief compliance officer	1 Aug 2009	Other	1072775

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Mark Ernest Miller	Coo, cco	1 Feb 2007	Other	1072775
Ronald George Layard Liesching	Chairman	1 Dec 2007	25% - 50%	4362560
Jolanta Margaret Wysocka	Ceo	1 Dec 2008	25% - 50%	1733762

Based in Bellevue

The principal office where Mountain Pacific Advisors, LLC performs its advisory services is located at 11820 Northup Way, Bellevue, WA 98005 1926, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 425-284-7200 or by fax 425-284-7201. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at mountainpacificadvisors.com.