The MANAGED ASSET PORTFOLIOS, LLC is a privately held investment adviser that advises $1.27Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MANAGED ASSET PORTFOLIOS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 36.73% over the last 5-years.
The Group has been registered with the SEC for 25.69 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 950 W. UNIVERSITY, SUITE 100, ROCHESTER, MICHIGAN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 22 employees comprised of 6 investment and 16 non-investment staff. The total number of Employees decreased by 8.33% over the last 5-years.
Their $1.27Bn in assets advised are owned by 1 private fund, 2 public funds and BDCs and 40 other accounts. Assets of High Net Worth Individuals clients own $495.64mn or 39.17% of Total Assets and Individuals own $419.27mn or 33.13% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
MANAGED ASSET PORTFOLIOS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.