Main Street Research LLC

$2.68BAssets under management
as of Apr 2026 · SEC Form ADV
Lakeville, CT
Visit websiteLinkedIn
18 people on Advicer connected to this.

Tech stack

No one at Main Street Research LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Main Street Research LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $1.8B held · filed Nov 2024
Performance Reporting
Client File Sharing