Investment adviser · CRD 157775

MAINSAIL PARTNERS

Investment adviser filing (IA)

MAINSAIL MANAGEMENT COMPANY, LLC

AUSTIN, TX, United States · Form ADV filed Sep 3, 2026

Regulatory AUM
$4B
Form ADV · Item 5.F
Client accounts
14
Accounts, not individual clients
Employees
81
Reported in this filing
Advisory professionals
28
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles14$3,996,173,619100.0%
Filing source

Form ADV 2128370 · Sep 3, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

17 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MAINSAIL PARTNERS VII, L.P.Private Equity Fund · Last reported Sep 3, 2026$1.76BGross asset value

Form D fundraising filings

MAINSAIL PARTNERS VII, L.P.

Auditor BDO USA, P.C. SAN FRANCISCO, California, United States
Custodian STIFEL, NICOLAUS & COMPANY, INCORPORATED ST. LOUIS, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447

Fund details & source
Fund ID
805-9080418209
Reported beneficial owners
159
Minimum commitment
$10M
Form D file number
021-542008

Form ADV 2128370 · Sep 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MAINSAIL PARTNERS VI, L.P.Private Equity Fund · Last reported Sep 3, 2026$1.07BGross asset value

Form D fundraising filings

MAINSAIL PARTNERS VI, L.P.

Auditor BDO USA, P.C. SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK NEW YORK, New York, United States Related to adviser: No
Custodian STIFEL, NICOLAUS & COMPANY, INCORPORATED ST. LOUIS, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

JPMORGAN CHASE BANK, N.A. NEW YORK
LEI 7H6GLXDRUGQFU57RNE97

STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447

Fund details & source
Fund ID
805-6791348597
Reported beneficial owners
107
Minimum commitment
$5M
Form D file number
021-431617

Form ADV 2128370 · Sep 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MAINSAIL PARTNERS V, L.P.Private Equity Fund · Last reported Sep 3, 2026$767MGross asset value

Form D fundraising filings

MAINSAIL PARTNERS V, L.P.

Auditor BDO USA, P.C. SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK NEW YORK, New York, United States Related to adviser: No
Custodian STIFEL, NICOLAUS & COMPANY, INCORPORATED ST. LOUIS, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447

Fund details & source
Fund ID
805-5185872515
Reported beneficial owners
93
Minimum commitment
$5M
Form D file number
021-340624

Form ADV 2128370 · Sep 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MAINSAIL 3PL HOLDINGS, L.P.Private Equity Fund · Last reported Sep 3, 2026$88.4MGross asset value

Form D fundraising filings

Mainsail 3PL Holdings, L.P.

Auditor BDO USA, P.C. SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK NEW YORK, New York, United States Related to adviser: No
Custodian STIFEL, NICOLAUS & COMPANY, INCORPORATED ST. LOUIS, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

JPMORGAN CHASE BANK, N.A. NEW YORK
LEI 7H6GLXDRUGQFU57RNE97

STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447

Fund details & source
Fund ID
805-3751445690
Reported beneficial owners
56
Minimum commitment
$0
Form D file number
021-394073

Form ADV 2128370 · Sep 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MAINSAIL FULLBAY SPV, L.P.Private Equity Fund · Last reported Sep 3, 2026$71.2MGross asset value

Form D fundraising filings

MAINSAIL FULLBAY SPV, L.P.

Auditor BDO USA, P.C. SAN FRANCISCO, California, United States
Custodian STIFEL, NICOLAUS & COMPANY, INCORPORATED ST. LOUIS, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447

Fund details & source
Fund ID
805-2484817677
Reported beneficial owners
37
Minimum commitment
$1M
Form D file number
021-518434

Form ADV 2128370 · Sep 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MAINSAIL PARTNERS III, L.P.Private Equity Fund · Last reported Sep 3, 2026$69.7MGross asset value

Form D fundraising filings

Mainsail Partners III, L.P.

Auditor BDO USA, P.C. SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK NEW YORK, New York, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No
Custodian STIFEL, NICOLAUS & COMPANY, INCORPORATED ST. LOUIS, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

JPMORGAN CHASE BANK, N.A. NEW YORK
LEI 7H6GLXDRUGQFU57RNE97

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447

Fund details & source
Fund ID
805-8564833404
Reported beneficial owners
70
Minimum commitment
$2M
Form D file number
021-174892

Form ADV 2128370 · Sep 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MAINSAIL PARTNERS EXECUTIVE FUND VII-A, L.P.Private Equity Fund · Last reported Sep 3, 2026$52.3MGross asset value

Form D fundraising filings

Mainsail Partners Executive Fund VII-A, L.P.

Auditor BDO USA, P.C. SAN FRANCISCO, California, United States
Custodian STIFEL, NICOLAUS & COMPANY, INCORPORATED ST. LOUIS, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447

Fund details & source
Fund ID
805-4665774064
Reported beneficial owners
92
Minimum commitment
$0
Form D file number
021-557321

Form ADV 2128370 · Sep 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 3, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

601 WEST 2ND STREET, SUITE 3100
AUSTIN, TX, 78701, United States

CRD 157775

Filing source

Form ADV 2128370 · Sep 3, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.