BLUEDOG ADVISORY
  • BLUEDOG ADVISORY
  • BLUE DOG CAPITAL MANAGEMENT
  • MAINSTREAM CAPITAL MANAGEMENT LLC
  • MAINSTREAM CAPITAL MANAGEMENT
  • BLUEDOG CAPITAL MANAGEMENT LLC
  • BLUE DOG CAPITAL MANAGEMENT LLC

Adviser Profile

As of Date 12/09/2020
Registration status Registration Changed to MAINSTREAM CAPITAL MANAGEMENT LLC
ADV Location LOS ANGELES, CA, United States
AUM* 82,554,930
of that, discretionary 82,554,930
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 253,236
% High Net Worth 32.87%
SMA’s Yes
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

83M 71M 59M 47M 35M 24M 12M
2018 2019 2020
Discretionary
Non-discretionary

Private Funds

No private funds

Employees