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| MainStreet Investment Advisors LLC
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| CRD # | 146615 |
| SEC # | 801-68930 |
| CIK # | 0001729854 |
| AUM | 5,855.9 M (2026-03-27) |
| Employees | 26 (23% Investors, 0% Brokers) |
| Phone | 312-223-0270 |
| Address | 120 N LaSalle Street Chicago, IL 60602-2424 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 33.8 | ||
| Microsoft Corp | 25.2 | ||
| Alphabet Inc | 19.8 | ||
| J P Morgan Chase & Co | 18.6 | ||
| BlackRock Inc | 16.4 | ||
| Johnson & Johnson | 15.4 | ||
| Caterpillar Inc | 13.2 | ||
| Nvidia Corp | 13.1 | ||
| Broadcom Inc | 12.8 | ||
| AbbVie Inc | 11.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Stoneroad Strategic Income Plus Sri Investment Trust Fund A Series of the Stoneroad Series Investment Trust | [2017-03-28] | 38.7 M | 4.7 M |
| Offered $38,724,244 · Filed 2018-11-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Stoneroad Core Plus Fixed Income Investment Trust Fund A Series of the Stoneroad Series Investment Trust | [2016-03-29] | 101.8 M | 11.3 M |
| Offered $101,786,350 · Filed 2018-11-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Stoneroad Core Plus Fixed Income Sri Investment Trust Fund A Series of the Stoneroad Series Investment Trust | [2015-03-30] | 69.7 M | 3.4 M |
| Offered $69,682,351 · Filed 2018-11-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Stoneroad Strategic Income Plus Investment Trust Fund A Series of the Stoneroad Series Investment Trust | [2013-12-19] | 191.6 M | 17.6 M |
| Offered $191,558,071 · Filed 2018-11-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 0.0 |
| (c) Banking or thrift institutions | 56 | 5.9 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (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 | 5,636 | 5.9 |
| By Discretionary | ||
| Discretionary | 747 | 1.0 |
| Non-Discretionary | 4,889 | 4.9 |
| Total | 5,636 | 5.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.9 | |
| Total | 5,636 | 5.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| NA ClearArc Capital Inc Fka Fifth Third Asset Management Inc | Promoter | 5 | 2 | |
| NA State Street Bank and Trust Company of New Hampshire | Promoter | 5 | 2 | |
| NA Fifth Third Asset Management Inc | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001729854] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity, Real Estate |
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