When you use the Website, or send e-mails or other communications from your desktop or mobile device to LMP, you are communicating with LMP electronically. If it is illegal or prohibited in your country of origin to access or use this Website, then you should not do so. Contact Email michael.kanigher@ubs.com. The assets under management (AUM) of Mainsail Asset Management, LLC is $140.5 million, all of which is managed in discretionary accounts. Oversubscribed fund seeks to continue the firms strategy of investing in rapidly growing, bootstrapped software companies. The categories of personal information we have collected from individuals on this Website over the last twelve (12) months include the following: We do not knowingly collect or solicit personal information from anyone under the age of 18. If we require your personal information due to a legal requirement or obligation or in order to perform a contract with you, we will make you aware of this at the time we collect your personal information, and the possible consequences of you failing to provide such personal information (e.g., we may require your passport details to verify your identity for the purposes of anti-money laundering regulations and failure to provide this information means that we cannot provide our services or products to you). Please note that these Terms and Conditions apply only to the Website and not to websites operated by other entities that may be accessible from the Website via hyperlink as a convenience to you (Third Party Websites). Mainsail invests exclusively in bootstrapped companies. Mainsail Asset Management has custody of $38.15 million in cash and securities for 24 clients in total but doesnt act as a qualified custodian. email address below and choose 'Submit'. Which industries has this organization most actively invested in? AUM. SmartAssets Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Mainsail Partners. Their last reported 13F filing for Q1 2023 included $128,601,206 in managed 13F securities and a top 10 holdings concentration of 100.0%. Contact The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. LMP reserves all other rights. More information on Lovell Minicks ESG Policy can be found at https://www.lmpartners.com/documents/ESG_Policy_vF_1-2022.pdf, Transparency of Principal Adverse Sustainability Impacts. The largest group of clients of Mainsail Asset Management is high net worth individuals with 51 clients and $125.92 million of assets under management. We do not sell any of the personal information we collect about you to third parties. Although this Website may include investment-related information, nothing on this Website is a recommendation that you purchase, sell or hold any security or other investment, or that you pursue any investment style or strategy. Backed by the vibrant community, we research, curate and publish world news on funds, investments, themes, exits and personals. We have put in place procedures to deal with any suspected personal information breach and will notify you and any applicable regulator of a breach where we are legally required to do so. Active, Closed, This describes the type of investor this organization is (e.g. What does this Website Privacy Policy apply to? 19 April 2022 Kirkland & Ellis advised Mainsail Partners, a growth equity firm that seeks to invest in rapidly growing, bootstrapped software companies, on its fundraise of $915 million in limited partner capital commitments for its sixth fund, the largest in the firm's nineteen-year history. What information do we collect about you? Notwithstanding the fact that LMP, or other parties involved in creating, producing, or delivering the Website, may monitor or review any transmissions to or use of the Website, LMP and all such parties assume no responsibility or liability from such monitoring or review, including for claims for defamation, libel, slander, obscenity, pornography, profanity, or misrepresentation. containing a link to download the .zip file of the CSV file(s) you requested. LMP also reserves the right to reject plans in our sole discretion, and LMP is under no obligation to return any information or materials to the sender. Mainsail Partners Investor Profile: Portfolio & Exits | PitchBook Fund Details. Your use of any of these materials is prohibited unless specifically permitted. Mainsail Partners announced it has raised $915 million for its sixth fund. Should we, or any of our affiliated entities, be the subject of a takeover, divestment or acquisition we may disclose your personal information to the new owner of the relevant business and their advisors. Mainsail Partners administers $2.3 billion in total assets throughout nine customer accounts, placing it among the biggest investment advisory firms in the country by assets under management (AUM). We were fortunate to get it right when we partnered with Mainsail. West Palm Beach, Florida (October 20, 2020) - PlanHub, a project bid marketplace for the commercial construction industry, today announced receiving an investment of $41 million from Mainsail Partners, a growth equity firm that invests in fast-growing, bootstrapped software companies. [emailprotected], Contact Us We are growth equity investors with expertise in scaling software companies like yours. You agree that you will not link to, post on, or transmit to the Website, any pornographic, obscene, profane, defamatory, libelous, threatening, unlawful, or other material which could constitute or encourage unlawful conduct, be considered a criminal offense, give rise to civil liability, or otherwise violate any law or regulation. Representative investments are not to be considered a complete list of all investments made in the past, or currently held, by Lovell Minnick funds. We will only send you direct marketing communications, such as LMP newsletters, where we have obtained your prior consent to do so, or based on our legitimate business interests where we have an existing relationship with you and we wish to contact you about similar services in which you may be interested. Information required to be disclosed to California residents under the CCPA regarding the collection of their personal information that is not set forth in this CCPA supplement is otherwise set forth in the above Website Privacy Policy. Stats are not available for the latest quarter, View Last Form Adv Compilation Report on Record, HTTPS://WWW.LINKEDIN.COM/COMPANY/MAINSAIL-PARTNERS/, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, % of top 20 holdings the same as top 20 most commonly held by all managers. Address. View the latest funds and 13F holdings. The firm has raised over $2.2 billion and invested in more than 60 bootstrapped companies since 2003. 300. Private Equity Round - Red Oak Compliance Solutions. The firm has raised over $1.2 billion and invested in more . Our flexibility and creativity provide our business partners with attractive equity and debt solutions across economic cycles, including growth capital, "good to great" buyouts, corporate carveouts, operational turnarounds, opportunistic credit, and structured capital. 500 West 5th Street, Suite 1100 You do not need to take any action as a result of this Privacy Policy, but you do have certain rights as described below in the section headed Your Rights. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. Which industries has this organization had the most exits in? Mainsail Partners 's most notable exits include Nexus , ResMan , and ServiceCore. You agree to provide LMP with whatever cooperation it reasonably requests in connection with any such defense. About Lovell Minnick Partners. Performance It prepares financial plans for more than 25 clients. This can be helpful if you are only looking There are no guarantees that working with an adviser will yield positive returns. LMP may seek injunctive or other appropriate relief in any state or federal court in the Commonwealth of Pennsylvania, and you consent to exclusive jurisdiction and venue in such courts. Graphics, charts, information or images of places or people are either property of LMP or used on the Website with permission. Angel, Fund of Funds, Venture Capital), This describes the stage of investments made by this organization (e.g. Form ADV for more details. These third parties may have access to the personal information you submit through this website, but only for the purpose of performing their duties. None of the firm's clients are represented by people from outside of the U.S. * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone services are limited to referring users to third party advisers registered or chartered as fiduciaries the MV of securities sold, whichever is less, Mainsail Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and consulting services. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We make sure anyone who provides a service to, or for us, enters into an agreement with us and meets our standards for data security. Out of its nine clients, Mainsail Partners's largest client group is pooled investment vehicles. Correction You may notify us of changes to your personal data if it is inaccurate or it needs to be updated. Employees dont receive compensation from other entities for client referrals. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. Lovell Minnick Partners and certain of its sponsored general partners are registered with the Securities and Exchange Commission as investment advisers under the Investment Advisers Act of 1940, as amended. Notwithstanding anything to the contrary herein, your sole and exclusive remedy from LMP, its affiliates, or any of the parties involves in creating, producing, or delivering the Website, for any reason relating to the Website or Content is to stop using the Website. Austin This profile may include a firm or advisor that has a business relationship with SmartAsset, in Mainsail Partners Announces Closing of $531 Million Fund V - PR Newswire without subsequent implementation. Depending on the sensitivity of the request and the varying levels of risk in responding to such requests (for example, the risk of responding to fraudulent or malicious requests), we may request further information or your investor portal access credentials, if applicable, in order to verify your request. We may collect personal information from you via the Contact Us details on our website (including by email, post and telephone), when you submit a message using our website contact form, or when you provide us your details when signing up for our newsletter. For the purposes of applicable EU laws, LMP will be a data controller of any personal information collected by us. The typical financial advisor at Mainsail Partners oversees fewer than one client account, placing it among the most personalized financial advisor firms in the country.The company's central office is located at 500 West 5Th Street, Austin, Texas 78701. Also referred to as an asset-based fee, this fee typically ranges useful if you want to learn about investing or financial management on your own. or to simply have an email sent to you whenever we receive a new Email us at the following email address: lovellminnickpartners@lmpartners.com. LMP reserves the right to withdraw or amend the Website and any Content, in its sole discretion, without notice. Why do we focus on bootstrapped companies? PlanHub Announces $41 Million Investment - Mainsail For more information, visit mainsailpartners.com or follow the firm on LinkedIn. The information provided on this website, including any information regarding Lovell Minnicks current and historical portfolio investments, is not intended to recommend any investment described herein and is not an offer or sale of any security or investment product or investment advice. These persons may not use your personal information for any other purpose. THE INFORMATION PROVIDED BY LOVELL MINNICK PARTNERS ON THIS SITE IS SUBJECT TO CERTAIN TERMS AND CONDITIONS. You shall not download or modify the Website, or any portion of it except with the prior express written consent of LMP. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Mainsail Management Company is based out of Austin. This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. Mainsail Partners LP | AUM 13F Their most recent acquisition was nCourt on Nov 7, 2013. Like Hide Overview We are a rapidly growing fee-only RIA and looking for strategic acquisitions to expand our firm. Furthermore, you acknowledge and agree that any materials you transmit to LMP may be used by LMP, anywhere, anytime, and for any reason whatsoever, without payment to you. an Adviser or provide advice regarding specific investments. advisors. Drawing on our network and expertise in operations, strategy and finance, Mainsail represents a uniquely attractive partner to help shareholders and management teams build value in their businesses. Mainsail Partners V LP | AUM 13F Occasionally it could take us longer than a month if your request is particularly complex or you have made a number of requests. the categories of personal information we collected about you; the categories of sources from which the personal information is collected; our business or commercial purpose for collecting such personal information; the categories of third parties with whom we share the personal information; the specific pieces of personal information we have collected about you; and. Our network and experience helps your team accelerate key initiatives and reduce risk while scaling your company. The types of personal information we collect about you depends on the nature of your interaction with us. Why do we focus on bootstrapped companies? To communicate with you, including responding to requests for information submitted by you through our Website. These Terms and Conditions shall be interpreted and construed in accordance with the laws of the Commonwealth of Pennsylvania. The terms and conditions set forth in these Terms and Conditions, and each agreement included or referred to in these Terms and Conditions, constitutes the final, complete, and exclusive agreement with respect to the subject matter hereof and may not be contradicted, explained, or supplemented by evidence of any prior agreement, any contemporaneous oral agreement, or any inconsistent additional terms. Land More Interviews | Detailed Bullet Edits | Proven Process, Land More Offers | 1,000+ Mentors | Global Team, For Employers | Flat Fee or Commission Available, Build Your CV | Earn Free Courses | Join the WSO Team | Remote/Flex, WSO Free Modeling Series - Now Open Through, +Bonus: Get 27 financial modeling templates in swipe file, 101 Investment Banking Interview Questions. Contractual necessity, To keep a record of your relationship with us. You acknowledge and agree that your use of this Website is solely at your own risk and that none of LMP, its affiliates, nor any of the parties involved in creating, producing, or delivering the Website is liable for any direct, indirect, incidental, consequential or punitive damages, or any other losses, liabilities, obligations, damages, claims, demands, actions, costs and/or expenses of any kind (including legal fees, expert fees, or other disbursements) which may arise, directly or indirectly, through authorized or unauthorized access to, use of, or browsing of this Website or downloading of any materials, data, text, images, video, audio, or other Content from this Website, including but not limited to anything caused by any omission, interruption, defect, viruses, bugs, human action or inaction or any computer system, phone line, hardware, software, or program malfunctions, or any other errors, failures or delays in computer transmissions or network connections. (which will reduce returns). The Carried Interest is a London HQ digital-media house for the global community of Alternative Investments and Private Equity. Lovell Minnick continues to closely monitor regulatory developments with respect to the SFDR and other applicable ESG-focused laws and regulations, including the implementation of related and secondary legislation and regulatory guidance, and will, where required or otherwise appropriate, make changes to its existing policies and procedures.
Dog-safe Perennials Full Sun, 2011 Acura Mdx Running Boards Oem, Vista Lago Apartments, Orthopaedic And Sports Medicine Research Internship- University Of Connecticut, Java Immutable Collections, Articles M