MAINSAIL PARTNERS
Latest filing: Apr 08, 2025 (99 days ago)
AUM
$2,479,005,237
6% change vs. 1 year ago
-20% change vs. 3 years ago
96% change vs. 5 years ago
615% change vs. 10 years ago
Employee Count
68
17% change vs. 1 year ago
39% change vs. 3 years ago
70% change vs. 5 years ago
278% change vs. 10 years ago
Main Office
AUSTIN, TX
500 WEST 5TH STREET, AUSTIN, TX, UNITED STATES, 78701
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.5 |
| Non-Discretionary | $0.0 |
| Total | $2.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $2.5 |
| Institutional | $0.0 |
| Total | $2.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MAINSAIL GT GP, LLC | $0.0 | - | |
| MAINSAIL 3PL HOLDINGS GP, LLC | $0.0 | - | |
| MAINSAIL GP VI, LLC | $0.0 | - | |
| MAINSAIL GP V, LLC | $0.0 | - | |
| MAINSAIL GP III, LLC | $0.0 | - | |
| MAINSAIL GP IV, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
5 active
| Name | Title |
|---|---|
| TURNER, GAVIN, MITCHELL | MANAGING DIRECTOR, MANAGING MEMBER, MANAGING MEMBER |
| SALISBURY, WILLIAM, RICHARD | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND OPERATING PARTNER |
| ATKINSON, LYNN, MARIE | CHIEF OPERATING OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $2.5 | $0.0 | 0% | 68 | 0 | 0% |
| 2025-04-21 | $2.5 | $0.0 | 0% | 68 | 0 | 0% |
| 2024-04-02 | $2.3 | $0.1 | 6% | 58 | 10 | 17% |
| 2023-04-04 | $2.3 | $0.1 | 6% | 58 | 10 | 17% |
| 2022-04-01 | $3.1 | -$0.6 | -20% | 49 | 19 | 39% |
| 2021-04-05 | $1.5 | $1.0 | 68% | 38 | 30 | 79% |
| 2020-04-01 | $1.3 | $1.2 | 96% | 40 | 28 | 70% |
| 2019-04-01 | $0.6 | $1.8 | 283% | 30 | 38 | 127% |
| 2018-04-02 | $0.8 | $1.7 | 210% | 26 | 42 | 162% |
| 2017-04-01 | $0.7 | $1.8 | 263% | 25 | 43 | 172% |
| 2016-04-01 | $0.7 | $1.8 | 251% | 20 | 48 | 240% |
| 2015-04-01 | $0.3 | $2.1 | 615% | 18 | 50 | 278% |
| 2014-04-01 | $0.4 | $2.1 | 493% | 19 | 49 | 258% |
| 2013-04-01 | $0.4 | $2.1 | 552% | 17 | 51 | 300% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, CA-03/30/2012, TX-11/01/2021 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV