MainStreet Investment Advisors is a fund manager in Chicago with $11.20 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
731709330
SEC advisor number
801-68930
FINRA CRD number
146615
AUM ?
$11.20 bn
(as of 1 May 23)
Accounts
1,379
(as of 1 May 23)
Employees
29
(24 investment advisory or research)
Address
MainStreet Investment Advisors
120 N LASALLE STREET
33RD FLOOR
CHICAGO
IL 60602
120 N LASALLE STREET
33RD FLOOR
CHICAGO
IL 60602
Office hours
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Phone
312-223-0270
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Urbani, Alessandro | President, Manager | 11/2018 | < 5% |
Zientek, Tara, Colleen | Support Services Manager, Manager | 12/2015 | < 5% |
Steele, Michael, a | Director of Business Development and Portfolio Manager, Manager | 07/2021 | < 5% |
Mckinstry, Thomas, S | Chief Investment Officer, Manager | 11/2018 | < 5% |
Reynolds, Jonathan, William | Manager | 03/2019 | < 5% |
Fifth Third Financial Corporation | Shareholder | 03/2019 | > 75% |
Fifth Third Bancorp | Shareholder | 03/2019 | > 75% |
Hedger, Stephen, Shawn | Manager | 06/2019 | < 5% |
Kennedy, Michael, Francis | Manager | 03/2020 | < 5% |
Fifth Third Bank, National Association | Shareholder | 05/2019 | > 75% |
Stroik, Cynthia, Rose | Chief Compliance Officer | 11/2021 | < 5% |
Frischer, Lori, Michelle | Manager | 08/2022 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Mainstreet Advisors | $11.20 bn | |
Pine Crest Actis Emerging Markets Fund LLC | $137.88 k | Private Equity Fund |
Pine Crest Global Asset Fund LLC | $3.69 mm | Real Estate Fund |
Pine Crest Map 2009 LLC | $7.78 mm | Real Estate Fund |
Pine Crest Partners I LLC | $449.66 k | Private Equity Fund |
Pine Crest Partners II LLC | $783.94 k | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Feb 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22