Investment adviser · CRD 110787

MUHLENKAMP & CO INC

Investment adviser filing (IA)

WEXFORD, PA, United States · Form ADV filed Dec 19, 2025

Regulatory AUM: $436M
Client accounts: 69
Employees: 6
Advisory professionals: 1

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	1	$253,582,806	58.2%
High-net-worth individuals	29	$154,210,261	35.4%
Individuals	31	$17,797,540	4.1%
Charities	Fewer than 5	$6,157,081	1.4%
Corporations & businesses	Fewer than 5	$2,800,638	0.6%
Other clients	Fewer than 5	$935,317	0.2%
Retirement plans	Fewer than 5	$345,855	0.1%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2034965 · Dec 19, 2025 · 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 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: Dec 19, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly

Principal office

5000 STONEWOOD DRIVE, SUITE 300
WEXFORD, PA, 15090-8395, United States

CRD 110787

Filing source

Form ADV 2034965 · Dec 19, 2025 · 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.