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Adviser Profile

As of Date 03/25/2024
Adviser Type - Large advisory firm
Number of Employees 6 -40.00%
of those in investment advisory functions 6
Registration SEC, Approved, 10/14/2009
AUM* 204,177,029 15.08%
of that, discretionary 204,177,029 15.08%
Private Fund GAV* 0 -100.00%
Avg Account Size 51,044,257 43.85%
SMA’s Yes
Private Funds 0 1
Contact Info 425 xxxxxxx
Websites

Client Types

- Pension and profit sharing plans

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

Discretionary
Non-discretionary
983M 843M 702M 562M 421M 281M 140M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary

Overview

A. Describe your advisory firm, including how long you have been in business. Identify your principal owner(s). Notes: (1) For purposes of this item, your principal owners include the persons you list as owning 25% or more of your firm on Schedule A of Part 1A of Form ADV (Ownership Codes C, D or E). Mountain Pacific Advisors, LLC was founded in August, 2009. Mountain Pacific Advisors is an independent investment management company focused on assisting large, sophisticated institutions with attaining their investment goals and objectives.
Principal owner is listed on Schedule A of Part 1A of Form ADV and is Mountain Pacific Group, LLC. B. Describe the types of advisory services you offer. If you hold yourself out as specializing in a particular type of advisory service, such as financial planning, quantitative analysis, or market timing, explain the nature of that service in greater detail. If you provide investment advice only with respect to limited types of investments, explain the type of investment advice you offer, and disclose that your advice is limited to those types of investments.
Our investment advisory services are for large, sophisticated institutions and are focused primarily in the areas of currency and equities.
By leveraging sophisticated quantitative techniques, we manage a mix of highly scalable, alpha-seeking strategies to create customized, liability focused, adaptive solutions.
Our core competency is the ability to measure and manage financial risks, which is central to the management of MPA's strategies. We add value by forecasting risk as opposed to the more traditional approach of forecasting return. This investment theme manifests itself in the portfolio construction process, which aides in enhancing returns and managing tail risk. Finally, we believe that encoding expert insights is more robust and scalable than relying on purely judgmental star / team approaches. Our approach helps control behavioral biases in the investment
management process, while engendering objectivity and control.
C. Explain whether (and, if so, how) you tailor your advisory services to the individual needs of clients. Explain whether clients may impose restrictions on investing in certain securities or types of securities.
Since our clients are sophisticated, large institutions and the mandates are, many times, separate accounts, we work with our clients to provide a strategy that meets their particular objectives which means that the strategies we offer may be tailored to fit the needs of our clients. For separate accounts, clients may impose restrictions on investing in certain securities or types of securities.
D. If you participate in wrap fee programs by providing portfolio management services, (1) describe the differences, if any, between how you manage wrap fee accounts and how you manage other accounts, and (2) explain that you receive a portion of the wrap fee for your services.
We do not participate in wrap fee programs.
E. If you manage client assets, disclose the amount of client assets you manage on a discretionary basis and the amount of client assets you manage on a non-discretionary basis.
Disclose the date “as of” which you calculated the amounts.
As of December 31, 2023, our Regulatory Asset Under Management as reported on Part 1A of the SEC Form ADV was approximately $204,177,000. Of this amount we have discretion for approximately $204,177,000. Note: Your method for computing the amount of “client assets you manage” can be different from the method for computing “assets under management” required for Item 5.F in Part 1A.
However, if you choose to use a different method to compute “client assets you manage,” you must keep documentation describing the method you use. The amount you disclose may be rounded to the nearest $100,000. Your “as of” date must not be more than 90 days before the date you last updated your brochure in response to this Item 4.E.