Firm profile

MAIN MANAGEMENT, LLC

SAN FRANCISCO, CACRD 120361Latest ADV March 31, 2026

Main Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 31, 2026, reports $1.9B in regulatory assets under management, 27 employees, 6 offices, and 337 accounts.

Assets Under Management
$1.9B
Employees
27
Offices
6 offices
Total Clients
253
Primary office
SAN FRANCISCO, CA
601 CALIFORNIA STREET, SUITE 300, SAN FRANCISCO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOKim D. Arthur
CCOHafeez A. Esmail

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 53.0% of total clients.
Top client categories% of clientsClients
1
HNWI
53.0%
134
2
Individuals
31.2%
79
3
Corporations
9.5%
24
4
Charitable
4.0%
10
5
Pooled Investment Vehicles
1.6%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.9Bas of March 31, 2026
Discretionary82.6%
$1.6B
83% of total RAUM82.6%
Non-discretionary17.4%
$332M
17% of total RAUM17.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$1.9B
Total Accounts337
10Y AUM Change+$1.1B (+131.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees27
Clients per Employee9:1
10Y Employee Change+19 (+237.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.