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Main Line Group Wealth Management, LLC

● SEC registered since 2022CRD 150964SEC# 801-124756
Export (members)
Ranks #5,428 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$111.7M
Fund GAV
$8.6M
Private funds
2
Employees
2
Accounts
274
Location

Main Line Group Wealth Management, LLC assets under management

Main Line Group Wealth Management, LLC is an SEC-registered investment adviser. The firm has been registered since 2022. It reports $111.7 million in regulatory assets under management and employs 2 people. Main Line Group Wealth Management, LLC manages 2 private funds with combined gross assets of $8.6 million, including Mlg Venture Partners LP - F3. By regulatory assets, it ranks 5,428 of 5,911 private fund managers.

Main Line Group Wealth Management, LLC private funds

2 funds · $8.6M GAV
FundTypeGross assetsMin.
Mlg Venture Partners LP - F3Venture Capital$6.6M$250K
Mlg Venture Partners LP - RsVenture Capital$2M$50K

Main Line Group Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Douglas Louis Kobak ControlManaging Member Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Main Line Group Wealth Management, LLC manage?

Main Line Group Wealth Management, LLC reports $111.7 million in regulatory assets under management on its Form ADV.

How many private funds does Main Line Group Wealth Management, LLC manage?

Main Line Group Wealth Management, LLC manages 2 private funds with combined gross assets of $8.6 million.

How many employees does Main Line Group Wealth Management, LLC have?

Main Line Group Wealth Management, LLC reports 2 employees.

Does Main Line Group Wealth Management, LLC disclose fund performance?

Main Line Group Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone610-828-8288
Fax610-643-3047
Office hours9:00a.m. - 4:30p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$111.5M
Non-discretionary$176K
Total (RAUM)$111.7M