Managed Asset Portfolios, LLC
Firm details
- Headquarters
- Rochester, Michigan
- CRD number
- 109574
- Registered since
- November 27, 2000
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI39.14%
- Individuals33.11%
- State / Municipal Government11.51%
- Investment Companies7.89%
- Corporations / Businesses7.11%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Managed Asset Portfolios, LLC is a privately owned limited liability company that has been registered with the SEC since 2000. The firm provides discretionary and non-discretionary portfolio management across a mix of client types, including individuals and families as well as institutional clients. Its advisory services span separate account management, pooled investment vehicles and portfolio oversight for investment companies and businesses or institutions. Fee arrangements include asset-based fees, fixed fees and performance-based fees. Filings indicate the firm is not an active ESG investor and, per regulatory disclosures, is not designated as a multi-state adviser even though it operates multiple offices.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Non-Investment Grade Corp Bonds9%
- Investment Grade Corp Bonds5%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Michael Dzialo
President, Chief Investment OfficerCRD 1666150
Thomas Fitzgerald
Chief Compliance Officer & Senior Financial AdvisorCRD 2617750
Contacts
3 of 16
Chad Simon
Institutional Sales AdvisorCRD 5071388
Samuel Morley
Institutional Sales AdvisorCRD 7014151
Steven Husovsky
Investment Advisor RepresentativeCRD 6507755
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$159M in ETFs
100%
$159M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $17.1M | 186,446 | 10.75% |
Location
Rochester, MI
Oakland
Location
Rochester, MI
Headquartered in Rochester, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 950 W University Dr
- Time zone
- ET (UTC-5)
- Office locations
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