AdFi
DL

Dede Liu

Investment Adviser Representative at MAIN Management, LLC

San Francisco, CACRD #7956585Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Dede Liu is an investment adviser representative with MAIN Management, LLC in San Francisco, CA, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.

Office

601 California Street, Suite 300
San Francisco, CA 94108

Advisors at this office: 15

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/29/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

MAIN Management, LLCCurrent
7/15/2024 – San Francisco, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Main Management LLC
    Jul 2024 – no end date reportedSan Francisco, CA
  2. Not Employed
    May 2024 – Jul 2024San Francisco, CA
  3. UC Berkeley
    Sep 2023 – May 2024Berkeley, CA
  4. Fei Ltda (Real Estate firm)
    Jun 2023 – Sep 2023Santiago
  5. UC Berkeley
    Jan 2022 – Jun 2023Berkeley, CA
  6. Kapin Capital
    Dec 2021 – Jan 2022Santiago
  7. UC Berkeley - Cal Athletics
    Aug 2021 – Dec 2021Berkeley, CA
  8. Importadora Y Exporta Fei Ltda
    Jun 2021 – Aug 2021Santiago
  9. UC Berkeley
    Aug 2020 – Jun 2021Berkeley, CA
  10. Not Employed
    Jun 2020 – Aug 2020Santiago
  11. International School Nido de Aguilas
    Jul 2012 – Jun 2020Santiago

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About MAIN Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Performance-based fees
Firm account minimum
$2,000,000 (waivable)
Estimated blended rate
0.0085

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
23
Offices listed on AdvisorFinder:
1
Main office:
San Francisco, CA
SEC file number:
801-61113

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 12, 2026

View full firm profile

Other advisors at MAIN Management, LLC

Showing 12 of 23 in the directory

View MAIN Management, LLC firm profile

Similar advisors in San Francisco, CA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dede Liu has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Dede Liu (MAIN Management) - Fees, Credentials & Background