MAIN STREET RESEARCH LLC
C44
CRD 114629·SEC 801-57739·LAKEVILLE, CT
AUM
$2.68B
$1B+
Est. Revenue
$26.8M
@ 1% on AUM
Est. EBITDA
$8.0M
@ 30% margin
Est. Deal Value
$64.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.00B
'21 · $1.09B
'22 · $1.39B
'23 · $1.96B
'25 · $2.38B
'26 · $2.68B
'20'26
$1.00B → $2.68B▲ +168%
Client mix
| Individuals High Net Worth | 815 |
| Individuals Other | 203 |
| Pension Profit Sharing Plans | 8 |
| Charitable Organizations | 5 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 9 advisors
'22 · 10 advisors
'23 · 10 advisors
'25 · 16 advisors
'26 · 16 advisors
'20'26
6 advisors → 16 advisors▲ +167%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (22)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
30 LIBERTY SHIP WAY, SUITE 3330SAUSALITO, CA 94965
Business
342 MAIN STREETLAKEVILLE, CT 06039
Edgar Recent Filings
13F-HR2026-04-30 · 0001420506-26-000773
13F-HR2026-02-09 · 0001420506-26-000210
Fdic Zip Branches Raw
Litchfield BancorpLakeville, CT
Salisbury Bank and Trust CompanyLakeville, CT