Mainline Investment Advisers, Llc
- Regulatory AUM
- $110M
- Discretionary
- $84.4M
- Clients
- 16
- Avg AUM / client
- $6.9M
- Accounts
- 15
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 7 | $2.0M | 1.82% |
| Pooled investment vehicles (non-investment companies) | 9 | $108M | 98.2% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $240M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mlh Holdings, Llc | Private Equity Fund | Delaware | $177M | 3 |
| Mlip Mlh Investments, Llc | Private Equity Fund | Delaware | $47.9M | 3 |
| Mainline Cala Del Sol Partners, L.P. | Real Estate Fund | Delaware | $8.1M | 5 |
| Mainline Tu K Industries, Llc | Venture Capital Fund | Delaware | $5.7M | 10 |
| Cms Platinum Fund, L.P. | Private Equity Fund | Delaware | $1.2M | 52 |
| Mainline So/Unequal Partners, L.P. | Private Equity Fund | Delaware | $54.3K | 23 |
| Mainline Special Opportunities Fund, L.P. | Private Equity Fund | Delaware | $16.6K | 8 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Andrew Clapper | Vice President, Secretary, Chief Operations Officer | Aug 2011 (15y) | Less than 5% | |
| William Alan Landman | President, Chief Executive Officer | Aug 2011 (15y) | ≈ 56.25% – 100% via Mainline Investment Partners, Llc | |
| Chadwick, Alexander, C | Vice President | Aug 2015 (11y) | Less than 5% | |
| Rittershausen, Donna, Marie | Chief Compliance Officer | Apr 2021 (5y) | Less than 5% | |
| Romanelli, William, J | Treasurer And Vice President, Chief Financial Officer | Mar 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mainline Investment Partners, Llc | Sole Managing Member 100% Owner | Aug 2011 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- William Alan Landman: 75% – 100% of Mainline Investment Partners, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $240M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mlh Holdings, Llc | Private Equity Fund | $177M | $2.0M | 3 |
| Mlip Mlh Investments, Llc | Private Equity Fund | $47.9M | $1.0M | 3 |
| Mainline Cala Del Sol Partners, L.P. | Real Estate Fund | $8.1M | $400K | 5 |
| Mainline Tu K Industries, Llc | Venture Capital Fund | $5.7M | $200K | 10 |
| Cms Platinum Fund, L.P. | Private Equity Fund | $1.2M | $500K | 52 |
| Mainline So/Unequal Partners, L.P. | Private Equity Fund | $54.3K | $100K | 23 |
| Mainline Special Opportunities Fund, L.P. | Private Equity Fund | $16.6K | $250K | 8 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 4.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • A PERCENTAGE OF COMMITTED OR CONTRIBUTED CAPITAL
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗