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DEAN INVESTMENTS
DEAN INVESTMENT ASSOCIATES, LLC
CRD 104635 · SEC 801-9895
3500 PENTAGON BOULEVARD, SUITE 200, BEAVERCREEK, OH, 45431, United States
Phone
937-222-9531
Fax
937-227-9315
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$909.3M
Discretionary AUM
$909.3M
Team
10 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; SPECIAL PROJECT FEES AS REQUESTED
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 236 | $181.7M |
| High net worth individuals | 40 | $178.5M |
| Investment companies | 3 | $477.9M |
| Pension/profit sharing plans | 11 | $19.1M |
| Charitable organizations | 8 | $13.9M |
| Corporations/business entities | 10 | $38.2M |
States served
CA, IL, IN, KS, KY, LA, MI, NE, NC, OH, TN, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD