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Current Employers
Mainline West Fund Manager Llc

2237 W. 30Th Avenue, Denver, CO 80211 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-29
CO RA APPROVED 2025-10-29
FL RA APPROVED 2025-10-29
TX RA APPROVED_RES 2025-04-18
PA RA APPROVED 2019-06-11
  • CA RA
    APPROVED
    Since 2025-10-29
  • CO RA
    APPROVED
    Since 2025-10-29
  • FL RA
    APPROVED
    Since 2025-10-29
  • TX RA
    APPROVED_RES
    Since 2025-04-18
  • PA RA
    APPROVED
    Since 2019-06-11

Branch Locations

2237 W. 30Th Avenue, Denver, CO 80211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mainline West Municipal Securities Denver CO 09/2008 Present
Mainline West Fund Manager Denver CO 03/2008 Present
  • 09/2008 → Present
    Mainline West Municipal Securities
    Denver, CO
  • 03/2008 → Present
    Mainline West Fund Manager
    Denver, CO
Other Businesses

Village Center Homeowners Association (Village Center Association) - 122 Willow Bridge Rd, Vail, CO 81657. Not investment related. Treasurer (fiduciary role). Oversees HOA financial accounts and annual budget administration. Volunteer position; non-compensated. Approximately 1-2 hours per month, outside business hours. Mainspring Partnership LLLP - 2237 W. 30th Avenue, Denver, CO 80211. Investment related. President. Manages family passive investments. Approximately 1 hour per month, during business hours. Montgomery Partners - 2237 W. 30th Avenue, Denver, CO 80211. Investment related. President. Manages family passive investments. Approximately 1 hour per month, during business hours. MainLine West, LLC - 2237 W. 30th Avenue, Denver, CO 80211. President, Investing and Management. Approximately 32 hours per week, during business hours. MainLine West Fund Manager, LLC is a wholly owned subsidiary; responsibilities include oversight of proprietary funds and private client trusts disclosed on Form ADV for MainLine West Fund Manager, LLC. MLWRE LLC - 2237 W. 30th Avenue, Denver, CO 80211. Owner of office building where MainLine West Municipal Securities, LLC and affiliated entities operate. President - Management and Operations. Approximately 5 hours per week, during business hours. Not investment related. Role commenced June 2018. Salary expenses shared between MainLine West, LLC and MainLine West Municipal Securities, LLC pursuant to an established expense-sharing agreement.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-11
S63 Uniform Securities Agent State Law Examination 1989-08-10
  • S65 Uniform Investment Adviser Law Examination
    2019-06-11
  • S63 Uniform Securities Agent State Law Examination
    1989-08-10
Other Names
  • Brad Kreidle

View on SEC IAPD

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