A complete list of active advisors currently associated with Mainsail Asset Management, LLC

Warmer can help you find a great advisor at Mainsail Asset Management, LLC or one who fits your needs even better.

Mainsail Asset Management is a SEC-registered advisory firm that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, businesses, trusts, estates, charitable organizations, and pooled investment vehicles. The firm provides discretionary and non‑discretionary portfolio management, financial planning, and retirement plan consulting, and may recommend or sponsor privately offered pooled investment vehicles. The firm constructs tailored, diversified portfolios using strategic and tactical asset allocation across public and private asset classes — including equities, fixed income, alternatives, and private placements — informed by fundamental, technical, and cyclical analysis. Client accounts are monitored on an ongoing basis with quarterly performance measurement, periodic rebalancing, and the option to integrate Separate Account Managers or account aggregation platforms to reflect non‑managed assets. What is distinctive for a firm of this size is Mainsail’s active role as sponsor/manager and private‑fund adviser to affiliated pooled vehicles (including several First Avenue entities and special purpose vehicles), and its provision of portfolio management to those pooled vehicles. Those arrangements can involve performance‑based compensation and potential conflicts of interest; the firm discloses these relationships and addresses them through its Form ADV disclosures, code of ethics, and client reporting, and treats client investments in Sponsored Vehicles as non‑discretionary.

To learn more about the advisors currently working at Mainsail Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.