Mountain Pacific Investment Advisers provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 26–50 clients last fiscal year.
Mountain Pacific Investment Advisers reports 319 clients. They include 188 high-net-worth individuals, 102 individual clients and 15 charitable organizations. Of its assets, 100.0% ($934M across 769 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | 7% |
| High-net-worth individuals | 59% | 82% |
| Pension and profit-sharing plans | 2% | 3% |
| Charitable organizations | 5% | 5% |
| Corporations and other businesses | 3% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 102 | $62.7M | 6.7% | $615K |
| High-net-worth individuals | 188 | $767M | 82.2% | $4.08M |
| Pension and profit-sharing plans | 6 | $24.6M | 2.6% | $4.1M |
| Charitable organizations | 15 | $47.6M | 5.1% | $3.17M |
| Corporations and other businesses | 8 | $31.4M | 3.4% | $3.93M |
| Total | 319 | $934M | 100% | $2.93M |
- Clients
- 102
- Regulatory AUM
- $62.7M
- AUM share
- 6.7%
- Avg. per client
- $615K
- Clients
- 188
- Regulatory AUM
- $767M
- AUM share
- 82.2%
- Avg. per client
- $4.08M
- Clients
- 6
- Regulatory AUM
- $24.6M
- AUM share
- 2.6%
- Avg. per client
- $4.1M
- Clients
- 15
- Regulatory AUM
- $47.6M
- AUM share
- 5.1%
- Avg. per client
- $3.17M
- Clients
- 8
- Regulatory AUM
- $31.4M
- AUM share
- 3.4%
- Avg. per client
- $3.93M
Total
- Clients
- 319
- Regulatory AUM
- $934M
- AUM share
- 100%
- Avg. per client
- $2.93M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Mountain Pacific Investment Advisers charges 0.50%–1.00% a year for its Standard Annual Fee Schedule. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$3M | 0.75% |
| $3M and above | 0.50% |
Fee details and sources
Matthew Lindstrom owns 50% to 75% of Mountain Pacific Investment Advisers. The leadership team of Mountain Pacific Investment Advisers includes Chief Compliance Officer Matthew Lindstrom. It has 6 employees, 5 of them in advisory roles.
Leadership
- Matthew LindstromMember/Chief Compliance Officer
- William PalumboElected Manager
- Bruce ReederElected Manager
- Nathan OakleyMember
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 50% to 75% of Mountain Pacific Investment Advisers, LLC
Matthew Lindstrom
Control person · since November 2020
- Owns 50% to 75% of Mountain Pacific Investment Advisers, LLC
Nathan Oakley
Control person · since November 2020
William Palumbo
Member of Mpia Holdings, Inc. · Control person · since October 2020
Bruce Reeder
Member of Mpia Holdings, Inc. · Control person · since October 2020
Mountain Pacific Investment Advisers’ regulatory assets fell from $1.65B (June 2021) to $934M (March 2026); clients rose from 301 to 319 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $934M | 319 | 6 | 1 |
| July 2025 | $1.75B | 331 | 6 | 1 |
| April 2024 | $1.93B | 334 | 6 | 1 |
| March 2023 | $1.68B | 337 | 5 | 1 |
| March 2022 | $2.01B | 319 | 5 | 1 |
| June 2021 | $1.65B | 301 | 5 | 1 |
Besides its headquarters, Mountain Pacific Investment Advisers has 0 offices, with 1 listed address in Idaho.
Idaho · 1 listed address
- 877 West Main Street, Suite 704, BoiseHQ
Contact and registration details
- Legal name
- Mountain Pacific Investment Advisers, LLC
- Headquarters
- 877 West Main Street, Suite 704, Boise, ID 83702
- Website
- mountain-pacific.com
- Phone
- 208-336-1422
- SEC file
- 801-12784
- Founded
- 1973
- Structure
- Idaho LLC
- Fiscal year end
- December
Mountain Pacific Investment Advisers uses Charles Schwab ($910M) as custodian for its separately managed accounts. Mountain Pacific Investment Advisers does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $910M100%
At year end, Mountain Pacific Investment Advisers’ separately managed accounts were mostly in stocks (63%) and cash (24%). Its reported 13F holdings for the quarter ended 30 June 2026 total $635M across 146 positions; the largest are Amphenol Corp. (10.0%), Ametek Inc. (6.6%) and Vertiv Holdings CO (4.1%).
What the accounts hold
- Stocks63%
- Funds5%
- Bonds8%
- U.S. government and agency bonds5%
- State and local bonds3%
- Cash24%
Reported 13F holdings
- $635M
- Reported 13F value
- 146
- Positions
- 41.6%
- In the 10 largest
- +8.8%
- Value vs. prior quarter
- Amphenol Corp. · CL A10.0%
- Ametek Inc.6.6%
- Vertiv Holdings CO · Com CL A4.1%
- Idex Corp.4.1%
- Danaher Corp. Del3.7%
- Thermo Fisher Scientific Inc.3.0%
- Gallagher Arthur J & CO2.7%
- Xylem Inc.2.5%
- Aptargroup Inc.2.5%
- Donaldson Inc.2.5%
Together, the ten largest are 41.6% of reported value.
How many clients does Mountain Pacific Investment Advisers have?
Mountain Pacific Investment Advisers has 319 clients and manages $934 million for them, as of March 2026. They include 188 high-net-worth individuals, 102 individual clients and 15 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026
What services does Mountain Pacific Investment Advisers offer?
Mountain Pacific Investment Advisers provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Mountain Pacific Investment Advisers charge?
Mountain Pacific Investment Advisers charges 0.50%–1.00% a year for its Standard Annual Fee Schedule. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: MOUNTAIN PACIFIC INVESTMENT ADVISERS BROCHURE, filed 5 March 2026
Which custodians does Mountain Pacific Investment Advisers use?
Mountain Pacific Investment Advisers’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $910M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026
How many financial advisors does Mountain Pacific Investment Advisers have?
Mountain Pacific Investment Advisers has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Mountain Pacific Investment Advisers invest in?
At the end of its last fiscal year, Mountain Pacific Investment Advisers’ separately managed accounts held 63% exchange-traded equities, 24% cash and equivalents, 5% U.S. government and agency bonds, 5% registered funds (mutual funds, ETFs, BDCs) and 3% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Mountain Pacific Investment Advisers?
Mountain Pacific Investment Advisers’ direct owners are Matthew Lindstrom (50% to 75%) and Nathan Oakley (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 March 2026
How does Mountain Pacific Investment Advisers get paid?
Mountain Pacific Investment Advisers is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Mountain Pacific Investment Advisers registered with the SEC?
Yes, Mountain Pacific Investment Advisers has been registered with the SEC as an investment adviser since 12 February 1977. Its CRD number is 104749 and its SEC file number is 801-12784.
Source: Form ADV Part 1A, Item 1, filed 5 March 2026; IAPD firm record
How do I contact Mountain Pacific Investment Advisers?
Mountain Pacific Investment Advisers’ main office is at 877 West Main Street, Suite 704, Boise, ID 83702. Its phone number is 208-336-1422. Its website is mountain-pacific.com.