# Main Street Research

Main Street Research is a Bank / Wealth / Trust based in Lakeville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lakeville, United States
- **Region:** North America
- **Address:** Sausalito, CA, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** www.ms-research.com
- **LinkedIn:** https://www.linkedin.com/company/main-street-research

## Regulatory record

- **CRD number:** 114629
- **SEC file number:** 801-57739
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114629

## About

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.

## 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.

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- [Main Street Financial Life Advisors](https://altss.com/profile/main-street-financial-life-advisors)
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Last updated: 2026-06-03T20:00:00.000Z

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