Updated:
MainStreet
MainStreet is an SEC-registered investment adviser in Chicago, IL, registered since 2008. The firm manages $5.9 billion in assets, with $963 million on a...
MainStreet
MainStreet is an SEC-registered investment adviser in Chicago, IL, registered since 2008. The firm manages $5.9 billion in assets, with $963 million on a discretionary basis. It has 26 employees and 6 investment advisers.
General information
Firm type
Asset Manager
Year founded
2019
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Principals
Doug Ludlow
Co-Founder & CEO
Dan Lindquist
Co-Founder
Sector focus
Frequently asked questions
How does MainStreet's business model work?
MainStreet charges a fee based on the tax credits it successfully recovers for its clients, primarily focusing on the IRS Section 41 credit for qualifying research and development activities. The platform integrates with existing payroll and accounting software to identify eligible expenses, prepare documentation, and file the claim. This model aligns MainStreet's revenue directly with the value it delivers to each client.
Who are the primary investors in MainStreet?
MainStreet's known venture capital backers include Gradient Ventures, Google's AI-focused fund, which led the firm's seed round in 2020. The company went on to raise a $60 million Series A round in 2021, with participation from SignalFire. The funds are used for platform development and scaling operations, not for managing a portfolio of outside assets.
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.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: