Main Post Partners
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Overview
Main Post Partners operates as a financial advisory firm located in San Francisco, California. Main Post Partners handles $3.3 billion in assets over seven accounts, placing it among the biggest firms in the United States by assets under management (AUM). The company has a small group, including 16 financial advisors. Main Post Partners is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like stocks, options and bonds.
Main Post Partners administers all of the company's accounts on a discretionary basis. Discretionary management signifies that transaction choices are made by an investment advisor without needing to seek the client's permission. The advisory firm oversees an average of $467.9 million in assets for each customer account. An average financial advisor at Main Post Partners manages fewer than one client account, placing it among the most personalized financial advisor firms in the country.
The company's central office is at One Embarcadero Center, San Francisco, California 94111. It is registered to provide services to clients across a few states, including California and North Carolina.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Main Post Partners by the Numbers
$3.3 billion
18
7
$467.9 million
Fee Structure
Fees charged by financial advisors typically vary depending on which services are offered. However, fees charged by the firm likely include some blend of the following fee structures: asset-based, performance-based or other. The company does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company provides services to pooled investment vehicles. Out of its seven accounts, Main Post Partners's biggest client group by number of accounts is pooled investment vehicles. None of its accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Main Post Partners does not have any disclosures.
Please visit its Form ADV for more details.
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