Main Management, LLC

Main Management, LLC, established in April 2002, is a San Francisco-based investment adviser offering fee-based investment management services. Led by Kim D. Arthur, the firm specializes in managing all-ETF portfolios for high net worth individuals and institutional investors. Their team includes seasoned professionals with over 40 years of industry experience. Main Management's investment strategies focus on asset allocation, sector rotation, global balanced, and thematic innovation, among others. The firm provides discretionary investment advice limited to ETF strategies and offers various investment vehicles, including Separately Managed Accounts (SMAs) and Model Delivery Platforms (MDPs). Main Management also manages private funds like the Core Endowment Portfolio II and the Main Management Digital Asset Fund LP. The firm acts as a fiduciary, always prioritizing clients' best interests. Main Management has $1,649,126,692 in regulatory assets under management and advises on $2,189,883,117 of Model Delivery Platform assets, totaling $3,839,009,808. The firm charges management fees not exceeding 0.85% for SMAs and private funds. Clients have a minimum account size of $2,000,000 for SMAs and $500,000 for private funds. Main Management receives economic benefits from Charles Schwab, its custodian, and may pay referral fees to solicitors. The firm exercises investment discretion for client accounts and votes proxies in the clients' best interests. Main Management maintains sound financial conditions and has not been subject to bankruptcy proceedings.