Unclaimed Profile

Kathleen Carlson Vonschlegell

MAR VISTA INVESTMENT PARTNERS, LLC·LOS ANGELES, California

Series 63, Series 65Clean record25 years registeredMAR VISTA INVESTMENT PARTNERS, LLC

11150 SANTA MONICA BLVD, LOS ANGELES, CA 90025CRD# 2937799Firm CRD# 144906

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kathleen Carlson Vonschlegell · LOS ANGELES, CA

Registration

CRD #2937799 · MAR VISTA INVESTMENT PARTNERS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MAR VISTA INVESTMENT PARTNERS, LLC

MAR VISTA INVESTMENT PARTNERS, LLC

Feb 2016 – Dec 2017

LOS ANGELES, CA

ROXBURY CAPITAL MANAGEMENT LLC

May 2001 – Feb 2016

SANTA MONICA, CA

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · May 22, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAR VISTA INVESTMENT PARTNERS, LLC

CRD 144906 · SEC 801-68369

AUM

$2.3B

Regulatory assets under management

Employees

386 client accounts

Services offered by MAR VISTA INVESTMENT PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at MAR VISTA INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Kathleen Carlson Vonschlegell offer?

Kathleen Carlson Vonschlegell specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Kathleen Carlson Vonschlegell's credentials?

Kathleen Carlson Vonschlegell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathleen Carlson Vonschlegell located?

Kathleen Carlson Vonschlegell is based in LOS ANGELES, California, last registered with MAR VISTA INVESTMENT PARTNERS, LLC.

How does Kathleen Carlson Vonschlegell charge for services?

Kathleen Carlson Vonschlegell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAR VISTA INVESTMENT PARTNERS, LLC?

MAR VISTA INVESTMENT PARTNERS, LLC has approximately 17 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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