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Managed Asset Portfolios, LLC

● SEC registered since 2000CRD 109574SEC# 801-58125Rochester, MI
Export (members)
Reg. AUM
$1.06B
Employees
22
Accounts
1,928
Location
Rochester, MI

Managed Asset Portfolios, LLC assets under management

Managed Asset Portfolios, LLC operates as an SEC-registered investment adviser based in Rochester, MI. The firm has been registered since 2000. It reports $1.1 billion in regulatory assets under management and employs 22 people.
www.facebook.com/managed-asset-portfolios-llc-366248867800View on SEC.gov ↗

Managed Asset Portfolios, LLC owners & executives

4 reported
NameTitleOwnershipSince
Brian David NewcombeDirector Of OperationsUnder 5%2016
Karen Michele CulverPortfolio ManagerUnder 5%2004
Michael Stephen Dzialo ControlPresident, Chief Investment OfficerOver 75%2000
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Frequently asked questions

How much does Managed Asset Portfolios, LLC manage?

Managed Asset Portfolios, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Managed Asset Portfolios, LLC have?

Managed Asset Portfolios, LLC reports 22 employees.

Where is Managed Asset Portfolios, LLC located?

Managed Asset Portfolios, LLC is based in Rochester, MI and has been SEC-registered since 2000.

Does Managed Asset Portfolios, LLC disclose fund performance?

Managed Asset Portfolios, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address950 W. University, Suite 100, Rochester, MI 48307
Phone248-601-6677
Fax248-601-6679
Office hours8:00 a.m.-5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1600999
Discloses disciplinary historyNo

Assets under management

Discretionary$1.04B
Non-discretionary$21.9M
Total (RAUM)$1.06B