Investment adviser · CRD 109574
MANAGED ASSET PORTFOLIOS, LLC
Investment adviser filing (IA)
ROCHESTER, MI, United States · Form ADV filed Aug 10, 2026
- Regulatory AUM
- $1.27B Form ADV · Item 5.F
- Client accounts
- 1,955 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 226 | $495,640,025 | 39.1% |
| Individuals | 1,394 | $419,274,513 | 33.1% |
| Government entities | Fewer than 5 | $145,789,638 | 11.5% |
| Investment companies | 2 | $99,916,470 | 7.9% |
| Corporations & businesses | 31 | $90,085,202 | 7.1% |
| Pooled investment vehicles | 1 | $9,305,893 | 0.7% |
| Charities | 9 | $5,395,802 | 0.4% |
| Other clients | Fewer than 5 | $1,016,837 | 0.1% |
Filing source
Form ADV 2124993 · Aug 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Aug 10, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
950 W. UNIVERSITY, SUITE 100ROCHESTER, MI, 48307, United States
CRD 109574
Filing source
Form ADV 2124993 · Aug 10, 2026 · 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.