Mainline Investment Advisers, LLC

RIASEC RegisteredEst. 2011
Total AUM
$110M
Discretionary
$84.4M
77% of AUM
Avg account
$7.3M
Accounts
15
Employees
4
Advisory reps
3

Firm details

Headquarters
Wynnewood, Pennsylvania
CRD number
159045
Registered since
October 5, 2011
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles98.18%
  • HNWI1.82%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mainline Investment Advisers, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2011. The firm functions as a manager of private investment vehicles and pooled products across multiple strategies—private equity, venture capital and real estate are explicit focal areas—while also operating as a multifaceted fund manager. Its client mix includes both individuals and families as well as institutional investors, and it provides portfolio management for individual/small-business clients alongside management of pooled investment vehicles. Fee arrangements are varied and include asset-based fees, fixed fees and performance-linked compensation. The firm does not identify itself as a capital allocator and is not active on ESG investing. Its regulatory and business footprint signals a manager that runs and sponsors funds (including acting as sponsor, general partner or managing member) and that can also perform other industry roles such as real estate brokerage and CPO/CTA activities.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Donna Rittershausen

    Donna Rittershausen

    Chief Compliance OfficerCRD 1480201

Contacts

2 of 2
  • William Landman

    William Landman

    Managing Partner & Co-FounderCRD 4342118

  • David Clapper

    David Clapper

    Co-Founder and PartnerCRD 5644079

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wynnewood, PA

Montgomery

Location

Wynnewood, PA

Headquartered in Wynnewood, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
308 E Lancaster Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth