The MAIN STREET ADVISORS is a privately held investment adviser that advises $9.65Bn in regulatory assets under management held in 3 SEC fund types across 2 investment strategies. MAIN STREET ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 20.18% over the last 5-years.
The Group has been registered with the SEC for 29.08 years and is comprised of 1 filing and 2 relying advisers. They operate out of 1 office location with their Headquarters at 3110 MAIN STREET SUITE 310, SANTA MONICA, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 34 employees comprised of 17 investment and 17 non-investment staff. The total number of Employees increased by 47.83% over the last 5-years.
Their $9.65Bn in assets advised are owned by 6 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $7.14Bn or 74.02% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $1.77Bn or 18.33% of Total Assets.
The Group's top investment strategies include Traditional LBO and Multi Strat, representing 97.19% and 2.81% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 3 Fund Auditors, 2 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $172.05mn in assets.
The Group discloses management fees and performance-based fees.
MAIN STREET ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.