Independent and partner-owned since 2002
Main Management is a partner-owned investment manager in San Francisco — one of the early pioneers of ETF portfolio management — serving advisors, institutions, and families with the same discipline and the same white-glove service since the day the firm opened.
Firm history
Two decades of strategy launches, ETF listings, and milestones — trace the line to follow the firm’s asset growth, quarter by quarter.
Today
$5.6 billion in assets under management and advisement as of June 30, 2026 — an all-time high. Partner-owned and independent, running the same valuation-and-catalyst process the firm opened with.
Total assets under management & advisement, quarter by quarter, from the firm’s records; the latest figure is as of June 30, 2026.
Our process
Everything the firm manages runs on the same framework: fundamental, with a catalyst. It comes down to two questions every position has to answer — valuation tells us where to look, and a catalyst tells us when to act.
Read the full philosophy →- Where to look
Valuation-driven entry
Don’t overpay. Every position begins with what it costs relative to its own history and its peers — what’s attractive on fundamentals before anything else.
- When to act
Catalyst-aware timing
Cheap alone isn’t a thesis. There has to be an identifiable reason the market will close the gap — a catalyst we can point to.
Working with the firm
Since 2002, the people who run the strategies have been the people advisors talk to.
Reachable decision-makers
Questions for the investment committee go to the investment committee.
Proactive when it matters
In volatile markets we reach out with context and positioning before clients start calling.
A resource for the whole practice
Research help, portfolio reviews, and model construction across the whole book.
Visit the firm
Tell us about your practice — what you run today and what you’re solving for — and we’ll take it from there.