Muhlenkamp & Co Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Wexford, PA. Its latest Form ADV filing, dated December 19, 2025, reports $436M in regulatory assets under management, 6 employees, and 69 accounts.
Assets Under Management
$436M
Employees
6
Offices
--
Total Clients
69
Primary office
WEXFORD, PA
5000 STONEWOOD DRIVE, SUITE 300, WEXFORD, PA, United States
Top client segmentIndividuals represent 44.9% of total clients.
Top client categories% of clientsClients
1
Individuals
44.9%
31
2
HNWI
42.0%
29
3
Charitable
5.8%
4
4
UNASSIGNED
2.9%
2
5
Investment Cos.
1.4%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$436Mas of December 19, 2025
Discretionary100.0%
$436M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$436M
Total Accounts69
10Y AUM Change+$83M (+23.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee12:1
10Y Employee Change-6 (-50.0%)
* 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.