MAIN STREET RESEARCH LLC
CRD #114629 SEC #801-57739 LAKEVILLE, CT 860.435.2350
SEC Registered
Total AUM
$2.4B
Discretionary
$2.4B
Employees
24
Clients
101
Accounts
2,782
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.4B | $2.4B | $0 | 24 | 0 |
| Nov 2024 | $1.8B | $1.8B | $0 | 21 | 0 |
| Aug 2024 | $1.8B | $1.8B | $0 | 21 | 0 |
| Apr 2024 | $1.8B | $1.8B | $0 | 21 | 0 |
| Feb 2024 | $1.8B | $1.8B | $0 | 21 | 0 |
| Apr 2023 | $1.7B | $1.7B | $0 | 23 | 0 |
| Mar 2023 | $1.7B | $1.7B | $0 | 23 | 0 |
| Dec 2022 | $2B | $2B | $0 | 22 | 0 |
| Jun 2022 | $2B | $2B | $0 | 22 | 0 |
| Mar 2022 | $2B | $2B | $0 | 22 | 0 |
| Mar 2022 | $1.4B | $1.4B | $0 | 13 | 0 |
| Jan 2022 | $1.4B | $1.4B | $0 | 13 | 0 |
| Nov 2021 | $1.4B | $1.4B | $0 | 13 | 0 |
| Oct 2021 | $1.4B | $1.4B | $0 | 13 | 0 |
| Sep 2021 | $1.4B | $1.4B | $0 | 13 | 0 |
| May 2021 | $1.4B | $1.4B | $0 | 13 | 0 |
| Mar 2021 | $1.4B | $1.4B | $0 | 13 | 0 |
| Jan 2021 | $1.1B | $1.1B | $0 | 13 | 0 |
| Oct 2020 | $1.1B | $1.1B | $0 | 13 | 0 |
| Sep 2020 | $1.1B | $1.1B | $0 | 13 | 0 |
| Aug 2020 | $1.1B | $1.1B | $0 | 13 | 0 |
| Jul 2020 | $1.1B | $1.1B | $0 | 13 | 0 |
| Jun 2020 | $1.1B | $1.1B | $0 | 13 | 0 |
| May 2020 | $1.1B | $1.1B | $0 | 13 | 0 |
| Apr 2020 | $1.1B | $1.1B | $0 | 13 | 0 |
| Apr 2020 | $1.1B | $1.1B | $0 | 13 | 0 |
| Mar 2020 | $1.1B | $1.1B | $0 | 13 | 0 |
| Mar 2020 | $1.1B | $1.1B | $0 | 13 | 0 |
| Sep 2019 | $1B | $1B | $0 | 12 | 0 |
| Jul 2019 | $1B | $1B | $0 | 12 | 0 |
| Jun 2019 | $1B | $1B | $0 | 12 | 0 |
| May 2019 | $1B | $1B | $0 | 12 | 0 |
| Mar 2019 | $1B | $1B | $0 | 12 | 0 |
| Nov 2018 | $946.2M | $946.2M | $0 | 9 | 0 |
| Oct 2018 | $946.2M | $946.2M | $0 | 9 | 0 |
| Sep 2018 | $946.2M | $946.2M | $0 | 9 | 0 |
| Jul 2018 | $946.2M | $946.2M | $0 | 9 | 0 |
| Jun 2018 | $946.2M | $946.2M | $0 | 9 | 0 |
| Apr 2018 | $946.2M | $946.2M | $0 | 9 | 0 |
| Mar 2018 | $946.2M | $946.2M | $0 | 9 | 0 |
| Sep 2017 | $709.2M | $709.2M | $0 | 9 | 500 |
| Mar 2017 | $709.2M | $709.2M | $0 | 9 | 500 |
| Jan 2017 | $651.5M | $651.5M | $0 | 9 | 500 |
| Oct 2016 | $651.5M | $651.5M | $0 | 9 | 500 |
| Sep 2016 | $651.5M | $651.5M | $0 | 9 | 500 |
| Apr 2016 | $651.5M | $651.5M | $0 | 9 | 500 |
| Mar 2016 | $651.5M | $651.5M | $0 | 9 | 500 |
| Mar 2016 | $619.3M | $619.3M | $0 | 7 | 400 |
| Aug 2015 | $619.3M | $619.3M | $0 | 7 | 400 |
| Jul 2015 | $619.3M | $619.3M | $0 | 7 | 400 |
| Mar 2015 | $619.3M | $619.3M | $0 | 7 | 400 |
| Oct 2014 | $503.5M | $503.5M | $0 | 7 | 300 |
| Aug 2014 | $503.5M | $503.5M | $0 | 7 | 300 |
| Mar 2014 | $503.5M | $503.5M | $0 | 7 | 300 |
| Mar 2013 | $443.3M | $443.3M | $0 | 6 | 300 |
| Mar 2012 | $401.1M | $401.1M | $0 | 6 | 300 |
| Nov 2011 | $402.8M | $402.8M | $0 | 6 | 251 |
| Mar 2011 | $402.8M | $402.8M | $0 | 10 | -- |
| Oct 2010 | $334.4M | $334.4M | $0 | 10 | -- |
| Feb 2008 | $252.9M | $249.6M | $3.3M | 5 | -- |
| Mar 2006 | $178.8M | $168.8M | $10M | 5 | -- |
| Sep 2005 | $162.9M | $152.9M | $10M | 5 | -- |
| Aug 2001 | $140M | $131M | $9M | 5 | -- |
DateMar 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees24
Clients0
DateNov 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees21
Clients0
DateAug 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees21
Clients0
DateApr 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees21
Clients0
DateFeb 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees21
Clients0
DateApr 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees23
Clients0
DateMar 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees23
Clients0
DateDec 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees22
Clients0
DateJun 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees22
Clients0
DateMar 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees22
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients0
DateJan 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients0
DateNov 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients0
DateOct 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients0
DateSep 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients0
DateMay 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients0
DateJan 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateOct 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateSep 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateAug 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateJul 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateMay 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateApr 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateApr 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateSep 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateJul 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateJun 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateMay 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateNov 2018
Total AUM$946.2M
Discretionary$946.2M
Non-Disc.$0
Employees9
Clients0
DateOct 2018
Total AUM$946.2M
Discretionary$946.2M
Non-Disc.$0
Employees9
Clients0
DateSep 2018
Total AUM$946.2M
Discretionary$946.2M
Non-Disc.$0
Employees9
Clients0
DateJul 2018
Total AUM$946.2M
Discretionary$946.2M
Non-Disc.$0
Employees9
Clients0
DateJun 2018
Total AUM$946.2M
Discretionary$946.2M
Non-Disc.$0
Employees9
Clients0
DateApr 2018
Total AUM$946.2M
Discretionary$946.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$946.2M
Discretionary$946.2M
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$709.2M
Discretionary$709.2M
Non-Disc.$0
Employees9
Clients500
DateMar 2017
Total AUM$709.2M
Discretionary$709.2M
Non-Disc.$0
Employees9
Clients500
DateJan 2017
Total AUM$651.5M
Discretionary$651.5M
Non-Disc.$0
Employees9
Clients500
DateOct 2016
Total AUM$651.5M
Discretionary$651.5M
Non-Disc.$0
Employees9
Clients500
DateSep 2016
Total AUM$651.5M
Discretionary$651.5M
Non-Disc.$0
Employees9
Clients500
DateApr 2016
Total AUM$651.5M
Discretionary$651.5M
Non-Disc.$0
Employees9
Clients500
DateMar 2016
Total AUM$651.5M
Discretionary$651.5M
Non-Disc.$0
Employees9
Clients500
DateMar 2016
Total AUM$619.3M
Discretionary$619.3M
Non-Disc.$0
Employees7
Clients400
DateAug 2015
Total AUM$619.3M
Discretionary$619.3M
Non-Disc.$0
Employees7
Clients400
DateJul 2015
Total AUM$619.3M
Discretionary$619.3M
Non-Disc.$0
Employees7
Clients400
DateMar 2015
Total AUM$619.3M
Discretionary$619.3M
Non-Disc.$0
Employees7
Clients400
DateOct 2014
Total AUM$503.5M
Discretionary$503.5M
Non-Disc.$0
Employees7
Clients300
DateAug 2014
Total AUM$503.5M
Discretionary$503.5M
Non-Disc.$0
Employees7
Clients300
DateMar 2014
Total AUM$503.5M
Discretionary$503.5M
Non-Disc.$0
Employees7
Clients300
DateMar 2013
Total AUM$443.3M
Discretionary$443.3M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$401.1M
Discretionary$401.1M
Non-Disc.$0
Employees6
Clients300
DateNov 2011
Total AUM$402.8M
Discretionary$402.8M
Non-Disc.$0
Employees6
Clients251
DateMar 2011
Total AUM$402.8M
Discretionary$402.8M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$334.4M
Discretionary$334.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2008
Total AUM$252.9M
Discretionary$249.6M
Non-Disc.$3.3M
Employees5
Clients--
DateMar 2006
Total AUM$178.8M
Discretionary$168.8M
Non-Disc.$10M
Employees5
Clients--
DateSep 2005
Total AUM$162.9M
Discretionary$152.9M
Non-Disc.$10M
Employees5
Clients--
DateAug 2001
Total AUM$140M
Discretionary$131M
Non-Disc.$9M
Employees5
Clients--