Investment adviser · CRD 122137

KAIZEN MANAGED ASSETS, INC.

Investment adviser filing (IA)

· Form ADV filed Jun 25, 2012

Regulatory AUM
$33M
Form ADV · Item 5.F
Client accounts
76
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 25, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

CRD 122137

Filing source

Form ADV 655303 · Jun 25, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.