MAINSAIL PARTNERS
MAINSAIL MANAGEMENT COMPANY, LLC Legal Name
Adviser information for MAINSAIL PARTNERS last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 58 |
|---|---|
| Investment Advisory/Research | 25 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 10 | $2.3B |
| Non-Discretionary | 0 | $0 |
| Total | 10 | $2.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 10 | $2.3B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
500 WEST 5TH STREETSUITE 1100
AUSTIN
TX
United States
Monday - Friday, 8:30AM-5:30PM
Tel: 512-772-2260, Fax: None
Chief Compliance Officer
WILLIAM SALISBURY
CHIEF FINANCIAL OFFICER AND OPERATING PARTNER
500 WEST 5TH STREET
SUITE 1100
AUSTIN
TX
United States
Tel:
512-772-2260
B***@*******************M
(Full email address available in API data)
Regulatory Contact
CLEO NGUYEN
DEPUTY CHIEF COMPLIANCE OFFICER
ONE FRONT STREET
SUITE 3000
SAN FRANCISCO
CA
United States
Tel:
415-391-4169
Fax:
415-727-4111
C***@*******************M
(Full email address available in API data)
Industry Affiliates
| MAINSAIL 3PL HOLDINGS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MAINSAIL GP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MAINSAIL GP IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MAINSAIL GP V, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MAINSAIL GP VI, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MAINSAIL GT GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MAINSAIL 3PL HOLDINGS, L.P. | Private Equity Fund | $132.1M | $0.0M | 55 |
| MAINSAIL CO-INVESTORS III, L.P. | Private Equity Fund | $3.0M | $0.1M | 55 |
| MAINSAIL GT SPV, L.P. | Private Equity Fund | $48.5M | $0.0M | 27 |
| MAINSAIL INCENTIVE PROGRAM, LLC | Private Equity Fund | $2.4M | $0.0M | 39 |
| MAINSAIL PARTNERS EXECUTIVE FUND V, L.P. | Private Equity Fund | $27.2M | $0.1M | 73 |
| MAINSAIL PARTNERS EXECUTIVE FUND VI, L.P. | Private Equity Fund | $40.5M | $0.1M | 94 |
| MAINSAIL PARTNERS III, L.P. | Private Equity Fund | $135.2M | $2.0M | 65 |
| MAINSAIL PARTNERS IV, L.P. | Private Equity Fund | $246.5M | $2.0M | 78 |
| MAINSAIL PARTNERS V, L.P. | Private Equity Fund | $734.1M | $5.0M | 94 |
| MAINSAIL PARTNERS VI, L.P. | Private Equity Fund | $962.5M | $5.0M | 108 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TURNER, GAVIN, MITCHELL | Individual | – | MANAGING DIRECTOR, MANAGING MEMBER | 08/2004 | < 5% |
| SALISBURY, WILLIAM, RICHARD | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND OPERATING PARTNER | 07/2016 | < 5% |
| ATKINSON, LYNN, MARIE | Individual | – | CHIEF OPERATING OFFICER | 02/2020 | < 5% |
| MAINSAIL MANAGEMENT COMPANY HOLDINGS, LLC | Domestic Entity | – | MANAGER | 08/2022 | > 75% |
| TURNER, GAVIN, MITCHELL | Individual | MAINSAIL MANAGEMENT COMPANY HOLDINGS, LLC | MANAGING MEMBER | 07/2022 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| BRILLIANT EARTH GROUP INC | CL A COM | 71M | 32M | – |
| SOUNDTHINKING INC | COM | 1M | 92K | – |