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Building 2MAIN MANAGEMENT, LLC

Map pinSAN FRANCISCO, CA
Phone415-217-5800
NotebookSEC #801-61113
Total AUM
$1.9B
Employees
27
Clients
253

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 CALIFORNIA STREET
SUITE 300
SAN FRANCISCO
CA 94108
United States
Operating Hours
8-5
Monday - Friday
Phone
415-217-5800
Other Offices
6

ReceiptFinancials

Total AUM
$1.9B
Accounts
337
Discretionary
$1.6B
Accounts
250
Non-Discretionary
$332.2M
Accounts
87

ContactClients

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Individual Clients
79
AUM
$73.3M
HNW Individual Clients
134
AUM
$1.2B
Pooled Vehicle Clients
4
AUM
$241M
Pension/Profit Sharing Plan Clients
2
AUM
$7.4M
Charitable Organization Clients
10
AUM
$112.6M
Corporation or Business Clients
24
AUM
$241.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLKYMINJTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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