Firm profile

MANAGED ASSET PORTFOLIOS, LLC

ROCHESTER, MICRD 109574Latest ADV March 27, 2026

Managed Asset Portfolios, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rochester, MI. Its latest Form ADV filing, dated March 27, 2026, reports $1.3B in regulatory assets under management, 22 employees, and 1,955 accounts.

Assets Under Management
$1.3B
Employees
22
Offices
--
Total Clients
1,663
Primary office
ROCHESTER, MI
950 W. UNIVERSITY, SUITE 100, ROCHESTER, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOThomas P. Fitzgerald
CIOMichael S. Dzialo

Advisory services offered

5 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 83.8% of total clients.
Top client categories% of clientsClients
1
Individuals
83.8%
1,394
2
HNWI
13.6%
226
3
Corporations
1.9%
31
4
Charitable
0.5%
9
5
Investment Cos.
0.1%
2
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
UNION ACCOUNTS<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.3Bas of March 27, 2026
Discretionary98.1%
$1.2B
98% of total RAUM98.1%
Non-discretionary1.9%
$24M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$1.3B
Total Accounts1,955
10Y AUM Change+$737M (+139.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees22
Clients per Employee76:1
10Y Employee Change+3 (+15.8%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.