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 manager organized as a limited partnership and registered with the SEC in 2016. The firm serves institutional clients and provides portfolio management for pooled investment vehicles; it also serves as a sponsor, general partner or managing member of those pooled vehicles. Ownership is listed as a combination of a domestic entity and an individual. Main Post Partners reports it is an active ESG investor and charges a mix of percentage-of-AUM and performance-based fees (plus other fee arrangements). The firm is not positioned as a capital allocator to a broad menu of external managers; its primary business activity centers on managing private equity funds rather than acting as an allocator or pension consultant.

Assets & Accounts

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

1 of 1
  • Denise Davis

    Denise Davis

    Chief Financial Officer & Chief Compliance OfficerCRD 6590997

Contacts

3 of 3
  • R Honey

    R Honey

    Managing PartnerCRD 2253280

  • Jeffrey Mills

    Jeffrey Mills

    Managing PartnerCRD 2270853

  • Joshua Mcdowell

    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