$2.7B Total AUM
$2.7B Disc. AUM
17.0% 3Y CAGR
24 Employees
1,031 ADV. Clients
25 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · SSG · US Bank
- Clients
- Retail and Institutional
- Platforms
- MatrixSummit +more
- Established Date
- 11-14-2000
- Office Locations
- 4
Office Locations
30 Greenwich Ave. Greenwich CT
30 Liberty Ship WAY Third Floor Sausalito CA
342 Main Street Lakeville CT
About Main Street Research LLC
Main Street Research LLC is a Lakeville-based RIA with 4 offices. The firm has been operating for 25 years. Managing $2.7B in total assets under management, with 16 advisory representatives. They custody assets with Charles Schwab & Company and SSG. Services offered include Business Succession, Charitable Giving, Equity Compensation.
Team overview
39 AVG AGE
$167.6M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
5.7 yrs AVG TENURE
24 Employees
16 Advisory Reps
16 RIA Reps
25yrs Firm Age
Insights
Upgrade to reveal position-level detail across radial value.
Full visibility includes strategy notes for pathway pioneer.
Premium access reveals conviction themes in unison alpha legacy.
See the complete signal summary connected to matrix alpha.
Unlock to compare peer behavior around timber pioneer.
Open the full profile to inspect shifts in summit harbor.
Unlock to compare peer behavior around value frontier.
Premium access reveals conviction themes in focus wave vector.
Asset Classes
Pathway Bridge Foundation focus
Custodian
Momentum Element zenith Oak crest Summit
Investment Themes
Bridge Vector frontier Oak Bridge Pathway
Investment Vehicles
Summit foundation Pioneer
Platform
Alpha
Services
Harbor Pathway Peak prime North Quantum Eagle element Element Zenith momentum Ember delta
Technology
Frontier Pioneer Zenith
Owner & Executives
JAMES EDMUND DEMMERT
Chief Investment Officer, Investment Advisor, Managing Partner
- CRD
- #1576146
- Ownership
- 75% or more
(882) 579-6654
fusion.momentum@catalystcapital.com
in linkedin.com/in/zenith-ridge
BENJAMIN B ARMELLINI
Portfolio Manager
- CRD
- #6558593
- Ownership
- 5% but less than 10%
(933) 244-6281
beacon.value@catalystcapital.com
in linkedin.com/in/wave-optima
M
Momentum insight
Foundation oak
- CRD
- #44322
- Ownership
- 7.4%
(484) 818-8443
fusion.delta@horizoncapital.com
in linkedin.com/in/timber-vital
Showing 2 of 5 owners & executives
Unlock allContacts
Stephanie Hawk Andersen
Director of Fixed Income
- CRD
- #6639235
(521) 964-2795
unison.alpha@vertexcapital.com
in linkedin.com/in/matrix-catalyst
Elizabeth Irene Baldassari
Director
- CRD
- #7127193
(481) 402-5407
wave.beacon@ridgecapital.com
in linkedin.com/in/momentum-legacy
O
Optima beacon
Zenith matrix prime
- CRD
- #83249
(728) 470-1510
wave.vertex@bridgecapital.com
in linkedin.com/in/summit-prime
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,681,886,634 | $888,925 |
| Non-Discretionary | $0 | -- |
| Total | $2,681,886,634 | $888,925 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,681,886,634
Equity - Exchange:
18.9% Corporate - Investment Grade:
19.9% U.S. Government/Agency:
19.6% Cash:
41.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $384,623,497 | 18.9% |
| Corporate - Investment Grade | $404,973,947 | 19.9% |
| U.S. Government/Agency | $398,868,812 | 19.6% |
| Cash | $846,578,702 | 41.6% |
| Total | $2,035,044,958 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL PATHWAY VALUE | BRIDGE PEAK | 3GSQRFRLH | GFXRB | 4.50% | $104,776,640 |
| FOUNDATION CAPITAL EMBER | OPTIMA MATRIX | HQLO23IJX | PZRKN | 8.53% | $16,625,068 |
| CREST WAVE | ALPHA PEAK | F983NAZUG | TLHKH | 10.95% | $76,021,944 |
| VITAL VITAL TIMBER | HARBOR PIONEER | RYZQU8F6O | UNCMP | 5.67% | $45,949,617 |
| CATALYST EAGLE OPTIMA | OAK INSIGHT | M6DY8662F | QHF | 3.91% | $52,747,797 |
| HORIZON BRIDGE SIGNAL | EMBER BRIDGE | GZ6XP6R30 | QTLY | 10.26% | $110,302,861 |
| VECTOR OAK OPTIMA | PATHWAY FOUNDATION | 0XQX9NKIO | BAA | 12.28% | $12,178,418 |
| PIONEER ATLAS | PRIME FRONTIER | DT1KNL4NW | XXTB | 8.56% | $62,444,785 |