Main Management Fund Advisors, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 281689
- Registered since
- October 13, 2015
- Website
- www.mainmgt.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Main Management Fund Advisors, LLC is an SEC-registered institutional registered investment adviser formed in 2015 and organized as a limited liability company. The firm is set up to serve institutional clients and charges fees as a percentage of assets under management. Its stated advisory activity centers on portfolio management for investment companies, and corporate filings indicate the adviser also functions as an adviser/sponsor and as a general partner or managing member of pooled investment vehicles. Filings note the firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Owners & executives
1 of 1
Hafeez Esmail
Chief Compliance OfficerCRD 2567325
Contacts
2 of 2
Joseph LaBarbera
Vice PresidentCRD 6913680

Kim Arthur
Founding PartnerCRD 1754934
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$3B in ETFs
65%
$2B
0%
$1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $520M | 5,915,320 | 17.32% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 601 California St
- Time zone
- PT (UTC-8)
- Office locations
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