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| Mainline Investment Advisers LLC
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| CRD # | 159045 |
| SEC # | 801-72761 |
| CIK # | |
| AUM | $200.8 M (2025-04-29) |
| Employees | 5 (80% Investors, 40% Brokers) |
| Phone | 610-896-3000 |
| Address | 308 E Lancaster Avenue Wynnewood, PA 19096-2145 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Cape US Artestar LLC | 2025-03-31 | 19.0 | |
| PE | K Diamond LLC | 2025-03-31 | 3.5 | |
| VC | Mainline TU-K Industries LLC | [2023-03-30] | 6.9 | 4.9 |
| PE | MLH Altmed LLC | 2018-03-29 | 10.8 | |
| PE | MLH Holdings LLC | 2018-03-29 | 132.0 | |
| PE | MLIP MLH Investments LLC | [2018-03-29] | 10.3 | 33.2 |
| RE | Mainline CALA del Sol Partners LP | 2016-03-28 | 5.4 | |
| PE | Mainline So/Unequal Partners LP | 2014-03-28 | 0.0 | |
| PE | Mainline Special Opportunities Fund LP | 2014-03-28 | 0.0 | |
| PE | Cms/Cgf IV LP | 2012-01-24 | 0.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 198.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 15 | 200.8 |
| By Discretionary | ||
| Discretionary | 6 | 44.3 |
| Non-Discretionary | 9 | 156.5 |
| Total | 15 | 200.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.8 | |
| Total | 15 | 200.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| William Landman | 57 | |||
| Mark Solomon | 46 | |||
| Richard Mitchell | 31 | |||
| Paul Silberberg | 7 | |||
| Morey Goldberg | 7 | |||
| Ingrid Welch | 7 | |||
| John Adams | 54 | |||
| David Clapper | 45 | |||
| William Romanelli | 2 | |||
| Mainline Investment Partners LLC | 1 | |||
| View All | ||||
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Mainline Investment Advisers LLC
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|
PA | 0.2 |
|
Merion Realty Advisers LLC
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|
PA | 0.1 |
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CMS Fund Advisers LLC
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PA | 0.0 |
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|---|---|---|
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CT | 0.3 |
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ACP Capital Management LLC
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FL | 0.2 |
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SWBC Investment Company
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TX | 0.2 |
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Pactolus Private Wealth Management LLC
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VA | 0.2 |
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Cain Capital LLC
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TX | 0.2 |
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Corps Capital Advisors LLC
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TX | 0.1 |
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Matrix Planning Inc
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|
CA | 0.1 |
|
Optimal Capital Advisors LLC
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MI | 0.1 |
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Alpha Fiduciary Inc
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AZ | 0.1 |
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Birnam Wood Capital LLC
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TX | 0.1 |