Main Management LLC
Main Management LLC is a San Francisco-based asset management firm founded in 2002. The firm focuses on providing investment management services to high net worth individuals, pooled investment vehicles, charitable organizations, pension and profit-sharing plans, corporations, and other institutional clients. The firm is registered with the SEC and employs approximately 19 to 22 professionals, most of whom are investment personnel. Their services include managing various portfolios and advising on asset allocation for a diverse set of clients.
Investment Strategy
Main Management LLC employs a top-down, ETF-based investment approach that emphasizes asset allocation and risk management. The firm structures portfolios using exchange-traded funds to access broad market exposures and sector-specific opportunities. By utilizing ETFs, Main Management LLC seeks cost efficiency, tax advantages, and flexibility in implementing tactical and strategic investment strategies, focusing on long-term capital appreciation and risk-adjusted returns. The firm's philosophy revolves around diversification, systematic rebalancing, and proactive portfolio adjustments to adapt to market trends and client objectives.
Top Holdings
Equity Positions (98)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | LARGE CAP CORE | 11.80% | $150.1M | 242,969 | $250.12 | $617.85 | +$14.4M |
B BUYW | MAIN BUYWRITE | 8.18% | $104.0M | 7,408,266 | $12.29 | $14.04 | +$4.8M |
X XLC | COMMUNICATIONS SERVICES | 7.76% | $98.7M | 908,983 | $66.24 | $108.53 | +$11.7M |
Q QQQ | NASDAQ | 7.26% | $92.4M | 167,416 | $326.11 | $551.64 | +$8.6M |
S SMH | SEMICONDUCTORS | 6.86% | $87.2M | 312,654 | $129.85 | $278.88 | +$24.1M |