MAIN STREET ADVISORS

RIASEC RegisteredEst. 2019

Total AUM

$9.6B

Discretionary

$7B

73% of AUM

Avg account

$77.2M

Accounts

125

Employees

Advisory reps

Firm details

Headquarters: SANTA MONICA, California
CRD number: 305170
Registered since: August 22, 2019
Website: www.mainstreetadvisors.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI74.02%
Pooled Investment Vehicles18.33%
State / Municipal Government7.16%
Charitable Organizations0.49%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Main Street Advisors is an SEC-registered LLC that operates as a multi-strategy investment manager with active roles as a sponsor and general partner of pooled vehicles. Registered in 2019, the firm serves both high-net-worth individuals and families as well as institutional clients. Its business scope includes commodity pool operator/commodity trading advisor activities and a range of discretionary and non-discretionary portfolio management services—covering individuals, pooled investment vehicles, and businesses or institutions—and it also selects outside advisers on behalf of clients. The firm is structured to earn both a percentage-of-assets fee and performance-based compensation, and it classifies its operations across hedge fund and private equity fund strategies in addition to running a broader multifaceted fund manager platform. Main Street Advisors does not present itself as an active ESG investor, and it is not registered as a multi-state adviser.