Mainline Investment Advisers, LLC
Firm details
- Headquarters
- Wynnewood, Pennsylvania
- CRD number
- 159045
- Registered since
- October 5, 2011
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles98.18%
- HNWI1.82%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Mainline Investment Advisers, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2011. The firm functions as a manager of private investment vehicles and pooled products across multiple strategies—private equity, venture capital and real estate are explicit focal areas—while also operating as a multifaceted fund manager. Its client mix includes both individuals and families as well as institutional investors, and it provides portfolio management for individual/small-business clients alongside management of pooled investment vehicles. Fee arrangements are varied and include asset-based fees, fixed fees and performance-linked compensation. The firm does not identify itself as a capital allocator and is not active on ESG investing. Its regulatory and business footprint signals a manager that runs and sponsors funds (including acting as sponsor, general partner or managing member) and that can also perform other industry roles such as real estate brokerage and CPO/CTA activities.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
1 of 1
Donna Rittershausen
Chief Compliance OfficerCRD 1480201
Contacts
2 of 2
William Landman
Managing Partner & Co-FounderCRD 4342118

David Clapper
Co-Founder and PartnerCRD 5644079
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wynnewood, PA
Montgomery
Location
Wynnewood, PA
Headquartered in Wynnewood, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 308 E Lancaster Ave
- Time zone
- ET (UTC-5)
- Office locations
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