MANAGED ASSET PORTFOLIOS, LLC
CRD #109574 SEC #801-58125 ROCHESTER, MI 248-601-6677
SEC Registered
Total AUM
$1.1B
Discretionary
$1B
Employees
22
Clients
0
Accounts
1,928
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1B | $21.9M | 22 | 609 |
| Mar 2025 | $1.1B | $1B | $21.9M | 22 | 609 |
| Feb 2025 | $1.1B | $1.1B | $15.4M | 21 | 608 |
| Aug 2024 | $1.1B | $1.1B | $15.4M | 21 | 608 |
| Mar 2024 | $1.1B | $1.1B | $15.4M | 21 | 608 |
| Mar 2023 | $1B | $996.7M | $19.4M | 21 | 507 |
| Mar 2022 | $1.1B | $1.1B | $24.2M | 21 | 385 |
| Mar 2021 | $926.1M | $901.5M | $24.6M | 24 | 238 |
| Aug 2020 | $902.3M | $886.2M | $16.1M | 23 | 185 |
| Jul 2020 | $902.3M | $886.2M | $16.1M | 23 | 185 |
| Jun 2020 | $902.3M | $886.2M | $16.1M | 23 | 185 |
| May 2020 | $902.3M | $886.2M | $16.1M | 23 | 185 |
| Mar 2020 | $902.3M | $886.2M | $16.1M | 23 | 185 |
| Mar 2019 | $699.9M | $684.3M | $15.6M | 19 | 117 |
| Oct 2018 | $664.1M | $643.6M | $20.5M | 20 | 37 |
| Aug 2018 | $664.1M | $643.6M | $20.5M | 20 | 37 |
| Aug 2018 | $664.1M | $643.6M | $20.5M | 20 | 37 |
| Mar 2018 | $664.1M | $643.6M | $20.5M | 20 | 37 |
| Aug 2017 | $529.1M | $505.7M | $23.3M | 19 | 900 |
| Mar 2017 | $529.1M | $505.7M | $23.3M | 19 | 900 |
| Mar 2017 | $529.1M | $505.7M | $23.3M | 19 | 900 |
| Mar 2016 | $442.7M | $431M | $11.7M | 17 | 800 |
| Mar 2015 | $424.2M | $402.1M | $22.1M | 13 | 700 |
| Dec 2014 | $361.8M | $344.2M | $17.6M | 12 | 600 |
| Mar 2014 | $361.8M | $344.2M | $17.6M | 12 | 600 |
| Oct 2013 | $289.7M | $270.5M | $19.2M | 12 | 500 |
| Mar 2013 | $289.7M | $270.5M | $19.2M | 12 | 500 |
| Mar 2012 | $245.2M | $230.6M | $14.6M | 6 | 400 |
| Mar 2011 | $226.6M | $217.4M | $9.2M | 10 | -- |
| Jun 2009 | $155M | $146.9M | $8M | -- | -- |
| Mar 2007 | $820.9M | $815.6M | $5.3M | -- | -- |
| Jan 2006 | $735.7M | $734.4M | $1.4M | 10 | -- |
| Mar 2004 | $725.7M | $725.7M | $0 | 10 | -- |
| Apr 2002 | $76.5M | $76.5M | $0 | 10 | -- |
DateMar 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$21.9M
Employees22
Clients609
DateMar 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$21.9M
Employees22
Clients609
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$15.4M
Employees21
Clients608
DateAug 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$15.4M
Employees21
Clients608
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$15.4M
Employees21
Clients608
DateMar 2023
Total AUM$1B
Discretionary$996.7M
Non-Disc.$19.4M
Employees21
Clients507
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.2M
Employees21
Clients385
DateMar 2021
Total AUM$926.1M
Discretionary$901.5M
Non-Disc.$24.6M
Employees24
Clients238
DateAug 2020
Total AUM$902.3M
Discretionary$886.2M
Non-Disc.$16.1M
Employees23
Clients185
DateJul 2020
Total AUM$902.3M
Discretionary$886.2M
Non-Disc.$16.1M
Employees23
Clients185
DateJun 2020
Total AUM$902.3M
Discretionary$886.2M
Non-Disc.$16.1M
Employees23
Clients185
DateMay 2020
Total AUM$902.3M
Discretionary$886.2M
Non-Disc.$16.1M
Employees23
Clients185
DateMar 2020
Total AUM$902.3M
Discretionary$886.2M
Non-Disc.$16.1M
Employees23
Clients185
DateMar 2019
Total AUM$699.9M
Discretionary$684.3M
Non-Disc.$15.6M
Employees19
Clients117
DateOct 2018
Total AUM$664.1M
Discretionary$643.6M
Non-Disc.$20.5M
Employees20
Clients37
DateAug 2018
Total AUM$664.1M
Discretionary$643.6M
Non-Disc.$20.5M
Employees20
Clients37
DateAug 2018
Total AUM$664.1M
Discretionary$643.6M
Non-Disc.$20.5M
Employees20
Clients37
DateMar 2018
Total AUM$664.1M
Discretionary$643.6M
Non-Disc.$20.5M
Employees20
Clients37
DateAug 2017
Total AUM$529.1M
Discretionary$505.7M
Non-Disc.$23.3M
Employees19
Clients900
DateMar 2017
Total AUM$529.1M
Discretionary$505.7M
Non-Disc.$23.3M
Employees19
Clients900
DateMar 2017
Total AUM$529.1M
Discretionary$505.7M
Non-Disc.$23.3M
Employees19
Clients900
DateMar 2016
Total AUM$442.7M
Discretionary$431M
Non-Disc.$11.7M
Employees17
Clients800
DateMar 2015
Total AUM$424.2M
Discretionary$402.1M
Non-Disc.$22.1M
Employees13
Clients700
DateDec 2014
Total AUM$361.8M
Discretionary$344.2M
Non-Disc.$17.6M
Employees12
Clients600
DateMar 2014
Total AUM$361.8M
Discretionary$344.2M
Non-Disc.$17.6M
Employees12
Clients600
DateOct 2013
Total AUM$289.7M
Discretionary$270.5M
Non-Disc.$19.2M
Employees12
Clients500
DateMar 2013
Total AUM$289.7M
Discretionary$270.5M
Non-Disc.$19.2M
Employees12
Clients500
DateMar 2012
Total AUM$245.2M
Discretionary$230.6M
Non-Disc.$14.6M
Employees6
Clients400
DateMar 2011
Total AUM$226.6M
Discretionary$217.4M
Non-Disc.$9.2M
Employees10
Clients--
DateJun 2009
Total AUM$155M
Discretionary$146.9M
Non-Disc.$8M
Employees--
Clients--
DateMar 2007
Total AUM$820.9M
Discretionary$815.6M
Non-Disc.$5.3M
Employees--
Clients--
DateJan 2006
Total AUM$735.7M
Discretionary$734.4M
Non-Disc.$1.4M
Employees10
Clients--
DateMar 2004
Total AUM$725.7M
Discretionary$725.7M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$76.5M
Discretionary$76.5M
Non-Disc.$0
Employees10
Clients--