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Main Street Research LLC

● SEC registered since 2000CRD 114629SEC# 801-57739Lakeville, CT
Export (members)
Reg. AUM
$2.38B
Employees
24
Accounts
2,782
Location
Lakeville, CT

Main Street Research LLC assets under management

Main Street Research LLC is an investment advisory firm registered with the SEC based in Lakeville, CT. The firm has been registered since 2000. It reports $2.4 billion in regulatory assets under management and employs 24 people.

Main Street Research LLC owners & executives

5 reported
NameTitleOwnershipSince
Aaron Michael Stern ControlManaging Partner -West, Portfolio Manager5-10%2020
Benjamin B ArmelliniManaging Partner- East, Portfolio ManagerUnder 5%2020
James Edmund Demmert ControlManaging Partner And Chief Investment OfficerOver 75%2000
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Frequently asked questions

How much does Main Street Research LLC manage?

Main Street Research LLC reports $2.4 billion in regulatory assets under management on its Form ADV.

How many employees does Main Street Research LLC have?

Main Street Research LLC reports 24 employees.

Where is Main Street Research LLC located?

Main Street Research LLC is based in Lakeville, CT and has been SEC-registered since 2000.

Does Main Street Research LLC disclose fund performance?

Main Street Research LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address342 Main Street, Lakeville, CT 06039
Phone860.435.2350
Fax415-289-0105
Office hours8:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1513211
Discloses disciplinary historyNo

Assets under management

Discretionary$2.38B
Non-discretionary$0
Total (RAUM)$2.38B