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- Custodian
- Charles Schwab & Company · Pershing · Stonex
- Clients
- Retail and Institutional
- Platforms
- Ember alphaZenith alpha
- Established Date
- 04-01-2002
- Office Locations
- 8
Office Locations
About Main Management, LLC
Main Management, LLC is a San Francisco-based RIA serving both retail and institutional clients, with a stated focus on entrepreneurs. The firm provides asset management with an emphasis on asset allocation and risk management, using mutual funds and ETFs and incorporating exposures such as fixed income and digital assets. Operates across multiple offices and supports custody through providers such as Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KIM DAVID ARTHUR
Chief Executive Officer, Chief Operating Officer, Managing Member, President
- CRD
- #1754934
- Ownership
- 25% but less than 50%
JAMES WESLEY CONCIDINE
Managing Director, Managing Member
- CRD
- #51869
- Ownership
- 10% but less than 25%
North oak
Matrix vector alpha
- CRD
- #44676
- Ownership
- 3.1%
Showing 2 of 7 owners & executives
Unlock allContacts
DAVIS MICHAEL DEBOISBLANC
Advisor
- CRD
- #6906348
Alexander Joshua Brauner Dippery
Analyst
- CRD
- #8000046
Unison prime
Beacon quantum north
- CRD
- #90081
Showing 2 of 24 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,572,153,628 | $6,288,615 |
| Non-Discretionary | $332,171,025 | $3,818,058 |
| Total | $1,904,324,653 | $5,650,815 |
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Separately Managed Accounts
Total SMA Asset: $1,663,305,490
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,099,362,747 | 20.5% |
| Equity - Exchange | $697,156,864 | 13.0% |
| Cash | $1,968,127,454 | 36.7% |
| Derivatives | $1,598,098,041 | 29.8% |
| Total | $5,362,745,106 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION CATALYST SUMMIT | UNISON EMBER | JGEKDULNP | YNM | 9.79% | $112,990,173 |
| PRIME BEACON EMBER | VERTEX PEAK | HHV1TG8D3 | KKXIQ | 9.69% | $118,120,758 |
| EMBER FOCUS | RADIAL LEGACY | PZ0NI12ET | ICO | 10.49% | $43,102,006 |
| ATLAS QUANTUM MERIDIAN | HORIZON SUMMIT | J9XUMZ4L2 | KTTVZ | 9.84% | $66,643,598 |
| VECTOR VECTOR PEAK | PIONEER NORTH | SDW5R431C | KOQCS | 2.19% | $95,778,000 |
| FUSION BEACON | WAVE WAVE | X741UGTH5 | XVH | 1.60% | $54,700,995 |
| BRIDGE DELTA NORTH | DELTA EAGLE | 7O7NKLYK0 | SKH | 7.78% | $64,131,338 |
| HORIZON UNISON | RADIAL VECTOR | EOE23DNI6 | HJDQ | 12.58% | $55,126,607 |