Dede Liu

Financial advisor at Main Management LLC · San Francisco, CA

Last updated 2026-10-10

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Dede Liu is a financial advisor at Main Management LLC in San Francisco, CA, CRD 7956585. Licenses and exams on the registration: Series 65. IAPD registration began 2024-07-15.

Registration

CRD number
7956585
Registration status
Active
IAPD registration
2024-07-15
Industry Experience
2 years
Work Experience
14 years
States registered
CA

Licenses and exams

  • Series 65

Work history

  • 2024-07 to Present · Main Management LLC · San Francisco, CA
  • 2024-05 to 2024-07 · Not Employed · San Francisco, CA
  • 2023-09 to 2024-05 · Uc Berkeley · Berkeley, CA
  • 2023-06 to 2023-09 · Fei Ltda (real Estate Firm) · Santiago
  • 2022-01 to 2023-06 · Uc Berkeley · Berkeley, CA
  • 2021-12 to 2022-01 · Kapin Capital · Santiago
  • 2021-08 to 2021-12 · Uc Berkeley - Cal Athletics · Berkeley, CA
  • 2021-06 to 2021-08 · Importadora Y Exporta Fei Ltda · Santiago
  • 2020-08 to 2021-06 · Uc Berkeley · Berkeley, CA
  • 2020-06 to 2020-08 · Not Employed · Santiago
  • 2012-07 to 2020-06 · International School Nido de Aguilas · Santiago

Current employment

SEC IAPD record for Dede Liu

Main Management LLC

Regulatory AUM
$1,904,324,653
Registered advisors
24
Offices
8
Clients per advisor
10.5 (Low)
Average AUM per client
$7.5M (Moderate)
High-net-worth client ratio
53.0% (High)

Main Management LLC: advisors, services and reported ETF investments

About

Dede Liu is a financial advisor at Main Management, LLC in San Francisco, CA. Reported securities licenses include Series 65. The latest record indicates 2 years of industry experience and 14 years of reported work history. Reported roles include Not Employed, Uc Berkeley, Fei Ltda (real Estate Firm), Kapin Capital, among others.

Main Management LLC's firm-level Form ADV reports 24 advisors across 8 offices; approximately 10.5 clients per advisor, average assets per client of $7,526,975, and regulatory AUM of $1.9B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients.

PortfolioFuture's firm-level 13F analysis covers $1.2M across 83 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Dede Liu personally.

Reported ETF positions

Main Management reports 83 ETF positions worth $1.2M on Form 13F; the largest are listed.

Largest ETF positions reported by Main Management
FundReported value
XLK — State Street Technology Select Sector SPDR ETF$189.8K
SPY — SPDR S&P 500 ETF TRUST$178.1K
BUYW — Main BuyWrite ETF$146.9K
VIS — Vanguard Industrials ETF$66.3K
QQQM — Invesco NASDAQ 100 ETF$58.9K

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Main Management LLC on Form ADV.

Client services

  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Performance-Based Fees

Business and affiliations

  • Sells Non-Advisory Products or Services
  • Other Investment Adviser (Incl. Financial
  • Adviser to Any Private Fund

Location

601 California Street, San Francisco, CA 94108

18 advisors at this office.

Main Management office in San Francisco, CA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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