Trustee · MAR Vista Investment Partners, LLC
Claudia Romero
CRD 2509805 · Named on Form ADV at one SEC-registered adviser
At a glance
MAR Vista Investment Partners, LLC, an SEC-registered asset manager based in LOS Angeles, CA with $1.1 billion in regulatory assets, lists Claudia Romero on its Form ADV as Trustee, a control person.
Firms and roles
- MAR Vista Investment Partners, LLCTrusteeAsset manager · LOS Angeles, CA · $1.1B in regulatory assets
AtlasMembers
Claudia’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Silas A. MyersCEO, Board Member, Common Member, MAR Vista Investment Partners, LLC
- Brian L. MasseyPresident, Board Member, Common Member, MAR Vista Investment Partners, LLC
- Joshua J. HoneycuttBoard Member, Common Member, MAR Vista Investment Partners, LLC
- Jeffrey B. PrestineBoard Member, Common Member, MAR Vista Investment Partners, LLC
- Robert A. SchmaltzChief Operating Officer, Board Member, Class A Member, MAR Vista Investment Partners, LLC
2 more people named with Claudia on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Claudia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.