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MAIN MANAGEMENT, LLC
CRD 120361File 801-61113
APPROVED
Retail clients
Custody
Filing as of Aug 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.90B
Top 25% of cohort (national)
Discretionary AUM
$1.57B
Non-discretionary $332.2M
Clients
253
337 accounts
Employees
27
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 30, 2002
- Principal office
- 601 CALIFORNIA STREET, SUITE 300, SAN FRANCISCO, CA, 94108
- Phone
- 415-217-5800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.90B
- Discretionary AUM
- $1.57B
- Non-discretionary AUM
- $332.2M
- Discretionary accounts
- 250
- Non-discretionary accounts
- 87
- Total accounts
- 337
- AUM per client
- $7.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 24 | $241.8M |
| Charitable organizations | 10 | $112.6M |
| High net worth individuals | 134 | $1.23B |
| Pooled investment vehicles | 4 | $241.0M |
| Pension and profit sharing plans | 2 | $7.4M |
| Individuals (other than high net worth individuals) | 79 | $73.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.