Main Street Research LLC
● SEC registered since 2000CRD 114629SEC# 801-57739Lakeville, CT
Reg. AUM
$2.68B
Employees
24
Accounts
3,017
Location
Lakeville, CT
Main Street Research LLC assets under management
Main Street Research LLC is an investment advisory firm registered with the SEC based in Lakeville, CT. The firm has been registered since 2000. It reports $2.7 billion in regulatory assets under management and employs 24 people.
Main Street Research LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Michael Stern Control | Managing Partner And Portfolio Manager | 5-10% | 2020 |
| Benjamin B Armellini Control | Partner - Chief Executive Officer | 5-10% | 2026 |
| James Edmund Demmert Control | Managing Partner And Chief Investment Officer | Over 75% | 2000 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Main Street Research LLC manage?
Main Street Research LLC reports $2.7 billion in regulatory assets under management on its Form ADV.
How many employees does Main Street Research LLC have?
Main Street Research LLC reports 24 employees.
Where is Main Street Research LLC located?
Main Street Research LLC is based in Lakeville, CT and has been SEC-registered since 2000.
Does Main Street Research LLC disclose fund performance?
Main Street Research LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 342 Main Street, Lakeville, CT 06039 |
| Phone | 860.435.2350 |
| Fax | 415-289-0105 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1513211 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.68B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$2.68Bregulatory AUM
Discretionary $2.68B