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Main Street Research
Main Street Research is an SEC-registered investment adviser in LAKEVILLE, CT, registered since 2000. The firm manages approximately $2.7 billion in regulatory...
Main Street Research
Main Street Research is an SEC-registered investment adviser in LAKEVILLE, CT, registered since 2000. The firm manages approximately $2.7 billion in regulatory assets. It has 24 employees and 16 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2000
Location
Region
North America
Country
United States
City
Lakeville
Corporate office
Sausalito, CA, United States
Frequently asked questions
Who are Main Street Research's typical clients?
Main Street Research serves high-net-worth individuals, family trusts, corporate pension plans, and non-profit endowments. The firm's Sausalito base places it within reach of the significant concentrated wealth in Marin County and the broader San Francisco Bay Area. Its service model is built around direct, long-duration relationships with a limited number of clients.
How does Main Street Research approach portfolio construction?
Portfolios are built from the bottom up, with position sizes driven by analyst conviction rather than benchmark weights. The firm does not attempt to hug an index; instead it concentrates capital in its highest-conviction ideas. Portfolio turnover is deliberately low, as the investment holding period is measured in years, not quarters. This results in meaningful tracking error relative to broad market averages.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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