MAINSAIL PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$4B
Discretionary
$4B
100% of AUM
Avg account
$285M
Accounts
14
Employees
81
Advisory reps
4

Firm details

Headquarters
AUSTIN, Texas
CRD number
157775
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mainsail Partners operates as a private equity manager organized as a limited liability company and focuses on institutional pooled investment vehicles. The firm serves as sponsor, general partner and managing member of its funds, running portfolio management for pooled vehicles and allocating capital across both direct private funds and third-party alternative managers. Its investment activity centers on private equity but explicitly extends into hedge funds, commodities and oil & gas, with an stated orientation toward incorporating ESG considerations into its investment process. Compensation includes both a percentage-of-AUM component and performance-based fees, consistent with typical private fund economics.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • LYNN ATKINSON

    Chief Operating OfficerCRD 2373751

  • WILLIAM SALISBURY

    Chief Financial OfficerCRD 2483488

  • ERIN SEDLOFF

    Chief Legal OfficerCRD 8243023

Contacts

1 of 1
  • GAVIN TURNER

    Managing PartnerCRD 2388262

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
500 W 5th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth