Managed Asset Portfolios, LLC
● SEC registered since 2000CRD 109574SEC# 801-58125Rochester, MI
Reg. AUM
$1.27B
Employees
22
Accounts
1,955
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 $1.3 billion in regulatory assets under management and employs 22 people.
Managed Asset Portfolios, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian David Newcombe | Director Of Operations | Under 5% | 2016 |
| Karen Michele Culver | Portfolio Manager, Principal Operating Officer | Under 5% | 2004 |
| Michael Stephen Dzialo Control | President, Chief Investment Officer | Over 75% | 2000 |
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Join to unlock · $37/moFrequently asked questions
How much does Managed Asset Portfolios, LLC manage?
Managed Asset Portfolios, LLC reports $1.3 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
| Address | 950 W. University, Suite 100, Rochester, MI 48307 |
| Phone | 248-601-6677 |
| Fax | 248-601-6679 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1600999 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.27B▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.27Bregulatory AUM
Discretionary $1.24BNon-discretionary $23.9M