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Hafeez Akber Esmail

Main Management, LLC

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About Hafeez Akber Esmail

Hafeez Esmail is an investment advisor representative registered with Main Management, LLC and based in San Francisco, CA. He has been in the industry since 1994 and has worked for several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Hafeez Esmail holds Series 6, 7, 31, and 66 licenses. He is licensed in California.

Firm Information

Hafeez Esmail is currently registered with Main Management, LLC. Main Management, LLC is a registered investment advisor based in San Francisco, California, with approximately $1.39 billion in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. They have experience working with charitable organizations, high-net-worth individuals, pension and profit sharing plans, and corporations or other businesses. Main Management offers a wrap fee program.
Main Management, LLC

601 CALIFORNIA STREET

SAN FRANCISCO, CA 94108

$1.39B

Assets Under Management

11

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Hafeez Esmail’s Registration & Firm History

CA

01/14/2008 - Present

Main Management, LLC (SAN FRANCISCO CA)

CA

03/16/2006 - 09/25/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)

NY

08/03/2005 - 03/17/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

NJ

12/12/1994 - 11/03/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 08/26/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/27/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 08/01/2005

Series 7 - General Securities Representative Examination

BC

Issued 12/08/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hafeez Akber Esmail.
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