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MAIN STREET ASSET MANAGEMENT LLC

Advisory

NEW CITY, NY

Data as of Apr 5, 2024 · Source: SEC Form ADV

Rank in NY

#5,137

of 5,722 advisers by AUM

Average account

$82K

across 190 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 5, 2024.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$16M

Discretionary AUM$15M

Non-Discretionary AUM$500K

Discretionary %96.8%

Total Clients167

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

167 clients

The full client-type breakdown and the share of AUM each category represents.

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