Main Post Partners
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Overview
Main Post Partners is located at One Embarcadero Center, San Francisco, CA. The firm employs 17 financial advisors to manage client portfolios and provide financial guidance. Main Post Partners is not a registered broker-dealer.
Main Post Partners oversees $3.7 billion in assets under management across 7 accounts, all of which are discretionary. The services offered include portfolio management for pooled investment vehicles. The firm caters to pooled investment vehicles, which are also the largest client type by accounts. The fee structure at Main Post Partners includes asset-based, performance-based, and other fees.
Main Post Partners is registered in the states of California and North Carolina.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Main Post Partners by the Numbers
$3.7 billion
19
7
$523.2 million
Fee Structure
Fees charged by financial advisors largely are based on which services are offered. Fees billed by Main Post Partners may include any blend of the following fee types: asset-based, performance-based, or other.
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
It provides services to pooled investment vehicles. Main Post Partners's largest client group by number of accounts is pooled investment vehicles.
- 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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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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