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MAIN STREET RESEARCH LLC
CRD 114629File 801-57739
APPROVED
Retail clients
Custody
Filing as of Apr 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.68B
Top 25% of cohort (national)
Discretionary AUM
$2.68B
Clients
1,031
3,017 accounts
Employees
24
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 14, 2000
- Principal office
- 342 MAIN STREET, LAKEVILLE, CT, 06039
- Phone
- 860.435.2350
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.68B
- Discretionary AUM
- $2.68B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,017
- Non-discretionary accounts
- 0
- Total accounts
- 3,017
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $43.9M |
| High net worth individuals | 815 | $2.55B |
| Pension and profit sharing plans | 8 | $16.9M |
| Individuals (other than high net worth individuals) | 203 | $67.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.