MAINLINE INVESTMENT ADVISERS, LLC
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
FINTRXOverview
Mainline Investment Advisers, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2011. The firm functions as a manager and sponsor of pooled vehicles, with its business centered on running private funds across private equity, real estate and venture capital strategies. It serves both individual/family and institutional clients and provides portfolio management for separate accounts and for pooled investment vehicles. Mainline charges a mix of fee types — percentage-of-AUM, fixed fees, performance-based fees and other fee arrangements — consistent with its role as an active manager of private funds and sponsored vehicles. The firm does not characterize itself as an active ESG investor and is not identified as a multi-state adviser; it also reports that it is not a capital allocator in the sense of an allocator to external managers, instead acting as sponsor/GP and managing member of vehicles.
Assets & Accounts
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
Asset composition
- Other100%
Owners & executives
1 of 1DONNA RITTERSHAUSEN
Chief Compliance OfficerCRD 1480201
Contacts
2 of 2DAVID CLAPPER
Co-Founder and PartnerCRD 5644079
WILLIAM LANDMAN
Managing Partner & Co-FounderCRD 4342118
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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