Overview
Assets Under Management: $1.8 billion
Headquarters: DENVER, CO
High-Net-Worth Clients: 114
Average Client Assets: $3 million
Frequently Asked Questions
MAINLINE WEST FUND MANAGER LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147532), MAINLINE WEST FUND MANAGER LLC is subject to fiduciary duty under federal law.
MAINLINE WEST FUND MANAGER LLC is headquartered in DENVER, CO.
MAINLINE WEST FUND MANAGER LLC serves 114 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, MAINLINE WEST FUND MANAGER LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
MAINLINE WEST FUND MANAGER LLC manages $1.8 billion in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, MAINLINE WEST FUND MANAGER LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 114
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.68
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 109
Discretionary Accounts: 109
Regulatory Filings
CRD Number: 147532
Last Filing Date: 2024-03-25 00:00:00
Website: https://mainlinewest.net