MAIN POST PARTNERS

RIASEC RegisteredEst. 2016
Total AUM
$3.5B
Discretionary
$3.5B
100% of AUM
Avg account
$496M
Accounts
7
Employees
23
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
172703
Registered since
May 12, 2016
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Main Post Partners is a private equity firm organized as a limited partnership and SEC-registered in 2016. It manages pooled investment vehicles for institutional investors and serves as a sponsor/GP and managing member of those vehicles rather than acting purely as a capital allocator. The firm reports using a fee mix that includes asset-based management fees and performance-linked compensation. Main Post Partners identifies as an active ESG investor and incorporates ESG considerations into its private markets activities.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • DENISE DAVIS

    Chief Financial Officer & Chief Compliance OfficerCRD 6590997

Contacts

3 of 3
  • R HONEY

    Managing PartnerCRD 2253280

  • JEFFREY MILLS

    Managing PartnerCRD 2270853

  • JOSHUA MCDOWELL

    PartnerCRD 3229613

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

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
1 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth