LMP does not solicit or make its services available to the general public. 500 West 5th Street, Suite 1100 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. Mainsail Partners Leads Syndicate in Fresh $45 Million Capital Raise This Website is intended to be solely for the purpose of evaluating a potential or existing business relationship with LMP, employment recruiting, and general informational purposes. 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. In addition, we limit access to your personal information to those employees, agents, contractors and other third parties who have a business need to know. The content in this profile was updated by SmartAsset on 4/16/2023. These persons may not use your personal information for any other purpose. You acknowledge and agree that any name, logo, trademark, or service mark contained on the Website is owned or licensed by LMP and may not be used without the prior express written permission of LMP. We use the personal information we collect to operate our business and provide you with the services and products we offer and perform essential business operations. Mainsail Partners - Company Database | Wall Street Oasis The firm compensates employees in addition to the salary for bringing in new clients. LMP makes no warranties that Content on this Website is appropriate or available for use in any jurisdiction. Mainsail Management Company LLC - . We use both robust technical and procedural methods to maintain the integrity and security of our databases so the information we have about you is protected to the extent possible from unauthorized access and improper use, including firewalls. To the extent your personal information is transferred to countries outside of the EEA, such transfers will only be made in accordance with applicable data privacy laws. There are no guarantees that working with an adviser will yield positive returns. [2]: policies, or making certain referrals or transactions. Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan Public filings of Mainsail Partners V LP raised by Mainsail Management Company LLC. Lovell Minnick has chosen not to do so for the present time as it considers that its existing ESG Policy and procedures are appropriate, proportional and tailored to the investment strategies of the funds managed by Lovell Minnick. You may not assign or otherwise transfer these Terms and Conditions, or any of your rights or obligations hereunder, without LMPs prior written consent, and any attempted assignment or other transfer in violation of this provision shall be null and void. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. Please review the Websites Privacy Policy which governs your visit to this Website in order to understand LMPs privacy practices. In addition to all rights and remedies available to LMP under applicable law, LMP reserves the right, in its sole discretion, to immediately, at any time without notice, suspend or terminate your ability to access or use the Website. In this case, we may have to cancel an investment or service you have with us but we will notify you if this is the case at the time. Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling. Fee types billed by the company most likely consist of some combination of the following fee types: asset-based or performance-based. Mainsail Partners - Recent News & Activity - Crunchbase 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. The vast knowledge among their operations team has been critical to growing our business; they know the issues we are facing today and the ones we will face tomorrow. The firm's AUM has grown by 436% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients. Mainsail Partners is a San Francisco-based private equity firm with nearly $400 million in committed capital raised from leading institutions, endowments, executives and entrepreneurs. PlanHub Announces $41 Million Investment - Mainsail and a top 10 holdings concentration of 100.0%. To improve our Website and the products and services that we offer and notify you about changes to our products and services. review the ongoing performance of any Adviser, participate in the management of any users account by The firm manages $140.5 million in discretionary accounts. This profile may include a firm or advisor that has a business relationship with SmartAsset, in We will not keep more information than we need for those purposes. We believe founders and management teams of bootstrapped businesses possess a unique level of passion, commitment and work ethic. Lovell Minnick seeks to integrate environmental, social and governance (ESG) factors, including sustainability risks, where relevant, into its investment processes, investment decisions and portfolio monitoring through the application of its ESG Policy and related procedures. As financial services and business services experts, we distinguish ourselves through our ability to partner with management to add strategic and operational value to our companies. 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. Occasionally, advisors earn commissions from selling financial products, such as securities or insurance We rely on various legal bases under applicable data protection legislation in order to process your personal information, including our legitimate interests, contractual necessity and as required by law. Zen Planner's all-in-one fitness business software provides everything you need to turn your passion into a successful business. The Austin office will be located at 500 W 5th Street. Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. The personal information we may collect about you includes your name, name of your employer, address, title, job title, position, telephone number and email address. Mainsail Partners has acquired 2 organizations. LMP shall not be liable if, for any reason, all or any part of the Website or any Content is unavailable at any time or for any period. All trademarks and logos displayed on this website are the property of their respective owners who may or may not be affiliated with our organisation. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Certain statements about Mainsail Management Company, LLC (Mainsail or Mainsail Partners) made by portfolio company executives herein are intended to illustrate Mainsails business relationship with such persons, including with respect to Mainsails facilities as a business partner, rather than Mainsails capabilities or expertise with respect to investment advisory services. This information may include the websites that you access immediately before and after your visit to our website. Their last reported 13F filing for Q1 2023 included $128,601,206 in managed 13F securities + 1 (512) 772-2260 Incorporated. SmartAsset does not 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. Mainsail Asset Management: assets under management. If you're interested in working with an advisor closer to you, we can help you find one. 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. advisors and firms and matches based on specific criteria (investable assets, geography, and willingness The primary reason we chose Mainsail as our partner was for their experience investing in and scaling software companies like Boostlingo, said Bryan Forrester, co-founder and CEO of Boostlingo. Mainsail Partners is a growth equity firm with offices in Austin and San Francisco that seeks to invest in rapidly growing, bootstrapped software companies. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama and Florida. 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. Employees dont receive compensation from other entities for client referrals. We also process information in relation to companies that we are evaluating in connection with a potential investment in or purchase of such companies. Mainsail Partners VI LP: 915.0: 993.5: PE: Mainsail Partners Executive Fund V LP: 0.0: 27.8: PE: Mainsail Partners V LP: 0.0: 747.5: PE . We are growth equity investors with expertise in scaling software companies like yours. View the latest funds and 13F holdings. Which types of acquisition does this organization make most frequently. from 0.50%-2.00% of AUM annually. We collect limited types of personal information through our website and investor reporting portals, as well as through other electronic communications (e.g., emails), as applicable (collectively, the Website). THE INFORMATION PROVIDED BY LOVELL MINNICK PARTNERS ON THIS SITE IS SUBJECT TO CERTAIN TERMS AND CONDITIONS. You agree not to send LMP anything that constitutes a trade secret or confidential or proprietary information. Team Assets Under Management. 60. Mainsail Management Company LLC | AUM 13F We do not knowingly encourage or solicit visitors to this site who are under the age of 13 or knowingly collect personal information from anyone under the age of 13 without parental consent. Mainsail Asset Management has custody of $38.15 million in cash and securities for 24 clients in total but doesnt act as a qualified custodian. You are limited to the prior 8 quarters of 13F filings. Track the AUM, funds, and holdings for Mainsail Partners III, L.P. over time. This Website is operated and controlled by LMP in the United States. For the purposes of applicable EU laws, LMP will be a data controller of any personal information collected by us. Legitimate interest, Fraud and abuse prevention. We leverage our deep sector experience and broad . By entering and using the Website, you acknowledge and agree to all of the terms and conditions stated herein (Terms and Conditions). We may also contact you to ask you for further information in relation to your request to speed up our response. This can be helpful if you are only looking Also referred to as an asset-based fee, this fee typically ranges Ncontracts is the leading provider of risk management and compliance solutions for financial services companies. Industry Experts. Lovell Minnick Partners ("LMP") invests in growth-oriented companies. Oversubscribed fund seeks to continue the firms strategy of investing in rapidly growing, bootstrapped software companies. This Website Privacy Policy applies solely to your interactions with us through our Website (as defined below). Recent investments include Apptega, ServiceCore, Inspect Point, Boostlingo, JobNimbus, PlanHub, Syncro and SourceScrub. LMP reserves all other rights. If you provide personal information to use through another means (e.g., as an employee or seeking employment, as a client, or as an investor) you will receive a separate privacy notice and that notice will govern that personal information. Fund AUM and Sold ($) 800 640 480 320 160 0 2010 2014 2019 2024: Fund Details; Director: Mainsail GP V LLC: Custodian: First Republic Bank, Bank of America: Auditor: BDO USA LLP: Marketer: Mainsail Partners Company Details Mainsail invests exclusively in bootstrapped companies. The compilation of all Content on this Website is the exclusive property of LMP and is protected by U.S. and international copyright laws. Their most recent acquisition was nCourt on Nov 7, 2013. Click here to find your advisor matches today. Phone. San Francisco One Front Street, Suite 3000 San Francisco, CA 94111 +1 (415) 391-3150 to work with a remote advisor). We consider the protection of sensitive information to be a sound business practice, and to that end we employ appropriate organizational, physical, technical and procedural safeguards, which seek to protect your personal information in our possession or under our control to the extent possible from unauthorized access and improper use. LMP is not in a position to accept such information, nor can LMP agree to obligations of nondisclosure or confidentiality with regard to submitted plans or ideas. This personal information is obtained via third parties (i.e., the company in question). This means that without the prior express written permission of LMP, you MAY NOT: distribute information from this Website to others; include information from this Website on another website, on a server or computer, or in documents, including but not limited to mirroring the information or displaying the information by means of HTML frames or similar means (see the Linking, Posting and Framing Section below); or modify or re-use the Content from this Website. whether we disclosed your personal information to a third party, and, if yes, the categories of personal information that each recipient obtained. Mainsail Partners Announces Transition of ResMan into Inhabit IQ You'll typically pay a lower rate the more assets you have under management. for short-term or one-time advice. Mainsail Partners is a growth equity firm with offices in Austin and San Francisco that seeks to invest in rapidly growing, bootstrapped software companies. www.mainsailpartners.com. loss of principal. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. You acknowledge and agree that LMP may enforce its intellectual property rights to the full extent of the law. ResMan is a residential management software solution platform. LMP may change this Privacy Policy from time to time, based upon any changes to the personal information we collect, how we use it, and under what circumstances, if any, we disclose it. 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. We may need to request specific information from you to help us confirm your identity and ensure your right to exercise the above rights. To the extent that you provide us with, or we otherwise collect, any personal information, through or in connection with this website (i.e., via telephone, email or post), we may use such information for the following purposes and may process your personal data on more than one legal basis depending on the specific purpose: To provide you with the services or financial products you have requested. Contractual necessity, To keep a record of your relationship with us. 300. Within the last twelve (12) months, we have shared each of the categories of personal information collected in connection with this website with affiliates and service providers as set forth above in What information do we collect about you?. Address. Subscribe to WhaleWisdom to view all filing data 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 Announces Closing of $531 Million Fund V - PR Newswire 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. Mainsail Contacts We may use internet service providers to operate this website and employ other persons to perform work on our behalf. or to simply have an email sent to you whenever we receive a new Active, Closed, This describes the type of investor this organization is (e.g. How do we keep your personal information secure? Mainsail Partners is a private equity firm that mainly invests in profitable, growing, and bootstrapped companies located in the US and Canada in sectors such as software, technology-enabled services, and healthcare IT. 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. If any of these Terms and Conditions are deemed invalid, void, or unenforceable, such term or condition shall be deemed severable and shall not affect the validity or enforceability of the remaining Terms and Conditions, and such invalid, void, or unenforceable term or condition shall be deemed to be replaced by a term or condition that is valid and enforceable and corresponds as close as possible with the intent of the invalid, void, or unenforceable term or condition. Mainsail invests in rapidly growing, founder-led software companies. Click here to find your advisor matches today. Mainsail Partners Raises $915 Million Fund VI | Business Wire You agree that all agreements, notices, disclosures, and other communications that LMP provides to you electronically satisfy any legal requirement that such communications be in writing. Who do we share your personal information with? Mainsail Partners is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Contribute to the database and get 1 month free* Full online access! software companies accelerate growth. without subsequent implementation. Thank you for visiting this website. https://www.lmpartners.com/documents/ESG_Policy_vF_1-2022.pdf. Legitimate interest, To send you marketing communications. Legal requirement and legitimate interest, Litigation management and conducting internal audits and investigations. This supplement is only relevant to you if you are a resident of California as determined in accordance with the CCPA. This fee may be . You agree that any information or materials that you, or individuals acting on your behalf, provide to LMP will not be considered confidential or proprietary. Mainsail Partners is a San Francisco-based growth equity firm that invests exclusively in fast-growing, bootstrapped software companies. 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. We may also share your personal information with applicable third parties in the event of a reorganization, merger, sale, acquisition, assignment, bankruptcy proceeding, or other disposition of all or a portion of our business, assets or shares. The assets under management (AUM) of Mainsail Asset Management, LLC is $140.5 million, all of which is managed in discretionary accounts. Read More. Website. The firm is legally allowed to serve clients across a number of states, including California and Texas. ", "As a founder, bringing in your first investor is one of the hardest and most important decisions youll make. Collaborative Partners. 2023 All Rights Reserved. LMP does not make, and hereby disclaims, all representations or warranties of any kind with respect to any Third Party Websites or any such content, information, or materials. No waiver in connection with these Terms and Conditions shall be effective unless it is in writing and signed by the party granting such waiver. 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Austin Information regarding how we process personal information collected on the Investment Caf portal (accessed via the Client Login page), is set out in the privacy notice available on the Investment Caf portal, or alternatively, the privacy notice provided to you when you invest in one of our funds. {"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}, {"uid": 54260861, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}, (a) Individuals (other than high net worth individuals), (b) Individuals (high net worth individuals), (i) State or municipal government entities, (l) Sovereign wealth funds and foreign official institutions, (m) Corporations or other businesses not listed above. 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). In the United States, LMP operates as an SEC-registered investment adviser. Littlejohn & Co Mainsail Partners V News | Private Equity Fund Research The types of personal information we collect about you depends on the nature of your interaction with us.
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