SourcingSourcing

MOUNTAIN PACIFIC ADVISORS, LLC

B55
CRD 151666·SEC 801-70665·BELLEVUE, WA
AUM
$484.3M
$100M-$500M
Est. Revenue
$4.8M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MOUNTAIN PACIFIC ADVISORS, LLC
CRD
151666
SEC file #
801-70665
EIN
—
DBA names
—

Economics

AUM
$484.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$836.9M → $484.3M▼ -42%
Client mix
Pension Profit Sharing Plans2

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
7 advisors → 6 advisors▼ -14%
Primary office
BELLEVUE WA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
mountainpacificgroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MOUNTAIN PACIFIC GROUP, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
MOUNTAIN PACIFIC GROUP, LLC
LAYARD-LIESCHING, RONALD, GEORGE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MOUNTAINPACIFICGROUP.COM
Rdap Domain Creation Date
2006-12-21T18:41:32Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Northern Trust2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-21T18:41:32Z
Rdap Domain Last Changed
2025-11-21T07:59:37Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (3)

3
LAYARD-LIESCHING, RONALD, GEORGE
Executive Officer · 2.5%
4362560
MILLER, MARK, ERNEST
Executive Officer · 2.5%
1072775
WYSOCKA, JOLANTA, MARGARET
Executive Officer · 2.5%
1733762