Mainline West Fund Manager LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 147532
- Registered since
- August 20, 2008
- Website
- www.mainlinewest.net
- Custodians
- WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC, HILLTOP SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles76.19%
- HNWI23.81%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Mainline West Fund Manager LLC is an institutional registered investment adviser organized as an LLC. The firm is registered with the SEC (initial registration year: 2008). Ownership is a mix of a domestic entity and an individual. Its client mix includes high-net-worth individuals and families as well as institutional investors. Services emphasize portfolio management for individuals/small businesses and for pooled investment vehicles. Compensation comes from a percentage-of-AUM schedule and performance-based fees. The firm does not identify as an active ESG investor, is not described as a multi-state or newly formed adviser, and does not act as a pension consultant or related adviser. It has an industry affiliation with a broker-dealer.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- State & Local Bonds100%
Owners & executives
1 of 1
Anthony Caselli
Chief Financial OfficerCRD 6518684
Contacts
3 of 3
Bradley Kreidle
Founder and PresidentCRD 1755310

Michael Maciolek
Portfolio ManagerCRD 1931206

Paul Dannenhauer
Head TraderCRD 2126188
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 2237 W 30th Ave
- Time zone
- MT (UTC-7)
- Office locations
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