Mainsail Partners

RIASEC RegisteredEst. 2012
Total AUM
$4B
Discretionary
$4B
100% of AUM
Avg account
$285M
Accounts
14
Employees
81
Advisory reps
4

Firm details

Headquarters
Austin, Texas
CRD number
157775
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mainsail Partners is organized as a limited liability company and operates as a private equity fund adviser focused on institutional clients. The firm has been SEC-registered since 2012 and provides portfolio management for pooled investment vehicles, acting as sponsor, general partner and managing member of its funds. Its compensation structure combines a percentage-of-AUM fee with performance-based fees, consistent with private equity fund economics. The firm identifies as an active ESG investor, and it does not position itself as a multi-state adviser, pension consultant, or broad capital allocator.

Assets & Accounts

Public Holdings

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

3 of 3
  • William Salisbury

    William Salisbury

    Chief Financial OfficerCRD 2483488

  • Lynn Atkinson

    Lynn Atkinson

    Chief Operating OfficerCRD 2373751

  • Erin Sedloff

    Chief Legal OfficerCRD 8243023

Contacts

1 of 1
  • Gavin Turner

    Gavin Turner

    Managing PartnerCRD 2388262

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

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
601 W 2nd St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth