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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
- LEI
- 254900CGVFRL63ZJDA76
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAUDILL, KAREN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAUDILL, KAREN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAUDILL, KAREN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAUDILL, KAREN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAUDILL, KAREN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAUDILL, KAREN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CULVER, KAREN, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CULVER, KAREN, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CULVER, KAREN, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CULVER, KAREN, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | NA | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | NA | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | NA | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | NA | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | NA | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | NA | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | NA | |
| FITZGERALD, THOMAS, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| FITZGERALD, THOMAS, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| FITZGERALD, THOMAS, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| FITZGERALD, THOMAS, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| FITZGERALD, THOMAS, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| FITZGERALD, THOMAS, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| FITZGERALD, THOMAS, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| FITZGERALD, THOMAS, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| FITZGERALD, THOMAS, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| FITZGERALD, THOMAS, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| FITZGERALD, THOMAS, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| FITZGERALD, THOMAS, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| FITZGERALD, THOMAS, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| FITZGERALD, THOMAS, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| FITZGERALD, THOMAS, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| FITZGERALD, THOMAS, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| FITZGERALD, THOMAS, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| FITZGERALD, THOMAS, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | |
| HUSOVSKY, SUSAN | I | CLIENT RELATIONS SPECIALIST & OFFICE MANAGER | NA | |
| NEWCOMBE, BRIAN, DAVID | I | DIRECTOR OF OPERATIONS | NA | |
| NEWCOMBE, BRIAN, DAVID | I | DIRECTOR OF OPERATIONS | NA | |
| NEWCOMBE, BRIAN, DAVID | I | DIRECTOR OF OPERATIONS | NA | |
| NEWCOMBE, BRIAN, DAVID | I | DIRECTOR OF OPERATIONS | NA | |
| NEWCOMBE, BRIAN, DAVID | I | DIRECTOR OF OPERATIONS | NA | |
| NEWCOMBE, BRIAN, DAVID | I | DIRECTOR OF OPERATIONS | NA | |
| NEWCOMBE, BRIAN, DAVID | I | DIRECTOR OF OPERATIONS | NA | |
| NEWCOMBE, BRIAN, DAVID | I | DIRECTOR OF OPERATIONS | NA | |
| NEWCOMBE, BRIAN, DAVID | I | DIRECTOR OF OPERATIONS | NA | |
| NEWCOMBE, BRIAN, DAVID | I | DIRECTOR OF OPERATIONS | NA | |
| NEWCOMBE, BRIAN, DAVID | I | DIRECTOR OF OPERATIONS | NA | |
| NEWCOMBE, BRIAN, DAVID | I | DIRECTOR OF OPERATIONS | NA | |
| NEWCOMBE, BRIAN, DAVID | I | DIRECTOR OF OPERATIONS | NA | |
| NEWCOMBE, BRIAN, DAVID | I | DIRECTOR OF OPERATIONS | NA | |
| NEWCOMBE, BRIAN, DAVID | I | DIRECTOR OF OPERATIONS | NA | |
| NEWCOMBE, BRIAN, DAVID | I | DIRECTOR OF OPERATIONS | NA | |
| NEWCOMBE, BRIAN, DAVID | I | DIRECTOR OF OPERATIONS | NA | |
| NEWCOMBE, BRIAN, DAVID | I | DIRECTOR OF OPERATIONS | NA | |
| NIZZA, JAYNE, ELLEN | I | OPERATIONS MANAGER AND CHIEF COMPLIANCE OFFICER | NA | |
| NIZZA, JAYNE, ELLEN | I | OPERATIONS MANAGER AND CHIEF COMPLIANCE OFFICER | NA | |
| NIZZA, JAYNE, ELLEN | I | OPERATIONS MANAGER AND CHIEF COMPLIANCE OFFICER | NA | |
| NIZZA, JAYNE, ELLEN | I | OPERATIONS MANAGER AND CHIEF COMPLIANCE OFFICER | NA | |
| NIZZA, JAYNE, ELLEN | I | OPERATIONS MANAGER AND CHIEF COMPLIANCE OFFICER | NA | |
| PATTERSON, DANIEL, SCOTT | I | CLIENT RELATIONSHIP MANAGER | NA | |
| SWAN, PETER, JORDAN | I | INTERNATIONAL PM | NA | |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, MANAGING MEMBER | E | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, MANAGING MEMBER | E | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, MANAGING MEMBER | E | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, MANAGING MEMBER | E | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, MANAGING MEMBER | E | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| DZIALO, MICHAEL, STEPHEN | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| CULVER, KAREN, MICHELE | I | CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER | A | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | A | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | A | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | A | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | A | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | A | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | A | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | A | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | A | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | A | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | A | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | A | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | A | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | A | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | A | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | A | |
| CULVER, KAREN, MICHELE | I | PORTFOLIO MANAGER | A | |
| HUSOVSKY, SUSAN | I | CLIENT RELATIONS SPECIALIST & OFFICE MANAGER | A | |
| HUSOVSKY, SUSAN | I | CLIENT RELATIONS SPECIALIST & OFFICE MANAGER | A | |
| HUSOVSKY, SUSAN | I | CLIENT RELATIONS SPECIALIST & OFFICE MANAGER | A | |
| HUSOVSKY, SUSAN | I | CLIENT RELATIONS SPECIALIST & OFFICE MANAGER | A | |
| HUSOVSKY, SUSAN | I | CLIENT RELATIONS SPECIALIST & OFFICE MANAGER | A | |
| HUSOVSKY, SUSAN | I | CLIENT RELATIONS SPECIALIST & OFFICE MANAGER | A | |
| PATTERSON, DANIEL, SCOTT | I | CLIENT RELATIONSHIP MANAGER | A | |
| PATTERSON, DANIEL, SCOTT | I | CLIENT RELATIONSHIP MANAGER | A | |
| PATTERSON, DANIEL, SCOTT | I | CLIENT RELATIONSHIP MANAGER | A | |
| PATTERSON, DANIEL, SCOTT | I | CLIENT RELATIONSHIP MANAGER | A | |
| PATTERSON, DANIEL, SCOTT | I | CLIENT RELATIONSHIP MANAGER | A | |
| PATTERSON, DANIEL, SCOTT | I | CLIENT RELATIONSHIP MANAGER | A | |
| PATTERSON, DANIEL, SCOTT | I | CLIENT RELATIONSHIP MANAGER | A | |
| PATTERSON, DANIEL, SCOTT | I | CLIENT RELATIONSHIP MANAGER | A | |
| PATTERSON, DANIEL, SCOTT | I | CLIENT RELATIONSHIP MANAGER | A | |
| PATTERSON, DANIEL, SCOTT | I | CLIENT RELATIONSHIP MANAGER | A | |
| PATTERSON, DANIEL, SCOTT | I | CLIENT RELATIONSHIP MANAGER | A | |
| SWAN, PETER, JORDAN | I | INTERNATIONAL PM | A | |
| SWAN, PETER, JORDAN | I | INTERNATIONAL PM | A | |
| SWAN, PETER, JORDAN | I | INTERNATIONAL PM | A | |
| SWAN, PETER, JORDAN | I | INTERNATIONAL PM | A | |
| SWAN, PETER, JORDAN | I | INTERNATIONAL PM | A | |
| SWAN, PETER, JORDAN | I | INTERNATIONAL PM | A | |
| SWAN, PETER, JORDAN | I | INTERNATIONAL PM | A | |
| SWAN, PETER, JORDAN | I | INTERNATIONAL PM | A | |
| SWAN, PETER, JORDAN | I | INTERNATIONAL PM | A | |
| SWAN, PETER, JORDAN | I | INTERNATIONAL PM | A | |
| SWAN, PETER, JORDAN | I | INTERNATIONAL PM | A | |
| SWAN, PETER, JORDAN | I | INTERNATIONAL PM | A | |
| SWAN, PETER, JORDAN | I | INTERNATIONAL PM | A | |
| SWAN, PETER, JORDAN | I | INTERNATIONAL PM | A | |
| SWAN, PETER, JORDAN | I | INTERNATIONAL PM | A | |
| SWAN, PETER, JORDAN | I | INTERNATIONAL PM | A | |
| SWAN, PETER, JORDAN | I | INTERNATIONAL PM | A |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (28)
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Address
950 W. UNIVERSITY, SUITE 100ROCHESTER, MI 48307
United States
Phone: 248-601-6677