Overview
Assets Under Management: $210 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 58
Average Client Assets: $3 million
Frequently Asked Questions
MAINSTREAM CAPITAL MANAGEMENT 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 #297145), MAINSTREAM CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
MAINSTREAM CAPITAL MANAGEMENT LLC is headquartered in LOS ANGELES, CA.
MAINSTREAM CAPITAL MANAGEMENT LLC serves 58 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, MAINSTREAM CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MAINSTREAM CAPITAL MANAGEMENT LLC manages $210 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, MAINSTREAM CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.74
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 190
Discretionary Accounts: 190
Regulatory Filings
CRD Number: 297145
Last Filing Date: 2025-02-11 00:00:00
Website: https://mainstreamcapital.com