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MANAGED ASSET PORTFOLIOS, LLC
CRD 109574 · SEC 801-58125
950 W. UNIVERSITY, SUITE 100, ROCHESTER, MI, 48307, United States
Phone
248-601-6677
Fax
248-601-6679
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.27B
Discretionary AUM
$1.24B
Team
22 total employees; 6 advisory reps; 709 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)PORTFOLIO MANAGEMENT FOR TRUSTS AND OFFSHORE VEHICLES; MODEL DELIVERY
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1394 | $419.3M |
| High net worth individuals | 226 | $495.6M |
| Investment companies | 2 | $99.9M |
| Pooled investment vehicles | 1 | $9.3M |
| Charitable organizations | 9 | $5.4M |
| Corporations/business entities | 31 | $90.1M |
States served
AZ, CA, CO, GA, ID, IL, IN, LA, MA, MI, MN, MS, NE, NV, NJ, NY, NC, OH, PA, SC, TN, VA, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD