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 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

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

    Chief Compliance OfficerCRD 1480201

Contacts

2 of 2
  • DAVID CLAPPER

    Co-Founder and PartnerCRD 5644079

  • WILLIAM LANDMAN

    Managing Partner & Co-FounderCRD 4342118

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