MAIN STREET ADVISORS, INC.
Legal name: MAIN STREET ADVISORS
CRD #43011 SEC #801-54589 SANTA MONICA, CA 310-392-7607
SEC Registered Private Funds
Total AUM
$4.8B
Discretionary
$2.9B
Employees
14
Clients
0
Accounts
112
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $4.8B | $2.9B | $1.9B | 14 | 0 |
| Mar 2018 | $4.3B | $2.4B | $1.9B | 9 | 0 |
| Mar 2017 | $2.8B | $1.5B | $1.3B | 9 | 26 |
| Mar 2016 | $2.7B | $1.3B | $1.5B | 6 | 26 |
| Mar 2015 | $2.9B | $1.2B | $1.7B | 6 | 26 |
| Aug 2014 | $1.8B | $976.5M | $842.3M | 8 | 26 |
| Mar 2014 | $1.8B | $976.5M | $842.3M | 8 | 26 |
| Mar 2013 | $1.3B | $860.9M | $452M | 7 | 26 |
| Jan 2013 | $1.3B | $712.3M | $558.4M | 4 | 26 |
| Mar 2012 | $1.3B | $712.3M | $558.4M | 6 | 26 |
| Mar 2011 | $1.4B | $646.8M | $737.3M | 10 | -- |
| Mar 2010 | $1.3B | $550M | $735M | 10 | -- |
| Feb 2009 | $1.1B | $456.9M | $600M | 10 | -- |
| Aug 2007 | $1.5B | $363.7M | $1.2B | 5 | -- |
| Sep 2005 | $600M | $190M | $410M | 5 | -- |
| Jun 2005 | $600M | $190M | $410M | 5 | -- |
| Jun 2004 | $372.9M | $178.1M | $194.7M | 5 | -- |
| Apr 2004 | $372.9M | $178.1M | $194.7M | 5 | -- |
| Apr 2002 | $350M | $100M | $250M | 5 | -- |
DateMar 2019
Total AUM$4.8B
Discretionary$2.9B
Non-Disc.$1.9B
Employees14
Clients0
DateMar 2018
Total AUM$4.3B
Discretionary$2.4B
Non-Disc.$1.9B
Employees9
Clients0
DateMar 2017
Total AUM$2.8B
Discretionary$1.5B
Non-Disc.$1.3B
Employees9
Clients26
DateMar 2016
Total AUM$2.7B
Discretionary$1.3B
Non-Disc.$1.5B
Employees6
Clients26
DateMar 2015
Total AUM$2.9B
Discretionary$1.2B
Non-Disc.$1.7B
Employees6
Clients26
DateAug 2014
Total AUM$1.8B
Discretionary$976.5M
Non-Disc.$842.3M
Employees8
Clients26
DateMar 2014
Total AUM$1.8B
Discretionary$976.5M
Non-Disc.$842.3M
Employees8
Clients26
DateMar 2013
Total AUM$1.3B
Discretionary$860.9M
Non-Disc.$452M
Employees7
Clients26
DateJan 2013
Total AUM$1.3B
Discretionary$712.3M
Non-Disc.$558.4M
Employees4
Clients26
DateMar 2012
Total AUM$1.3B
Discretionary$712.3M
Non-Disc.$558.4M
Employees6
Clients26
DateMar 2011
Total AUM$1.4B
Discretionary$646.8M
Non-Disc.$737.3M
Employees10
Clients--
DateMar 2010
Total AUM$1.3B
Discretionary$550M
Non-Disc.$735M
Employees10
Clients--
DateFeb 2009
Total AUM$1.1B
Discretionary$456.9M
Non-Disc.$600M
Employees10
Clients--
DateAug 2007
Total AUM$1.5B
Discretionary$363.7M
Non-Disc.$1.2B
Employees5
Clients--
DateSep 2005
Total AUM$600M
Discretionary$190M
Non-Disc.$410M
Employees5
Clients--
DateJun 2005
Total AUM$600M
Discretionary$190M
Non-Disc.$410M
Employees5
Clients--
DateJun 2004
Total AUM$372.9M
Discretionary$178.1M
Non-Disc.$194.7M
Employees5
Clients--
DateApr 2004
Total AUM$372.9M
Discretionary$178.1M
Non-Disc.$194.7M
Employees5
Clients--
DateApr 2002
Total AUM$350M
Discretionary$100M
Non-Disc.$250M
Employees5
Clients--