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MAINSAIL PARTNERS

AUSTIN, TX · CRD 157775 · IAPD ↗ · 512-772-2260

$4.00BRegulatory AUM
28Advisory reps
81Employees
0Clients
n/aPlanning clients
14Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — MAINSAIL PARTNERS reported RAUM up 61% ($2.48B -> $4.00B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — MAINSAIL PARTNERS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.