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| Mainline Investment Advisers LLC
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|---|---|
| CRD # | 159045 |
| SEC # | 801-72761 |
| CIK # | |
| AUM | 109.9 M (2026-04-28) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-896-3000 |
| Address | 308 E Lancaster Avenue Wynnewood, PA 19096-2145 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 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 | 107.9 |
| (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 | 109.9 |
| By Discretionary | ||
| Discretionary | 6 | 84.4 |
| Non-Discretionary | 9 | 25.5 |
| Total | 15 | 109.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.9 | |
| Total | 15 | 109.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| William Landman | Executive Officer | 64 | 5 | |
| Mark Solomon | Executive Officer | 46 | 4 | |
| Richard Mitchell | Executive Officer | 31 | 4 | |
| Ingrid Welch | Executive Officer | 7 | 4 | |
| Paul Silberberg | Executive Officer | 7 | 4 | |
| Morey Goldberg | Executive Officer | 7 | 4 | |
| John Adams | Executive Officer | 54 | 3 | |
| David Clapper | Executive Officer | 45 | 3 | |
| William Romanelli | Executive Officer | 2 | 2 | |
| Mainline Investment Partners LLC | Executive Officer | 1 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
| Fund Types | Private Equity, Real Estate |
| Related Firms | State | AUM |
|---|---|---|
|
Mainline Investment Advisers LLC
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|
PA | 109.9 M |
|
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