MANAGED ASSET PORTFOLIOS, LLC
C40
CRD 109574·SEC 801-58125·ROCHESTER, MI
AUM
$1.27B
$1B+
Est. Revenue
$12.7M
@ 1% on AUM
Est. EBITDA
$3.8M
@ 30% margin
Est. Deal Value
$30.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $699.9M
'21 · $902.3M
'22 · $926.1M
'23 · $1.11B
'25 · $1.06B
'26 · $1.27B
'20'26
$699.9M → $1.27B▲ +81%
Client mix
| Individuals Other | 1,394 |
| Individuals High Net Worth | 226 |
| Corporations | 31 |
| Charitable Organizations | 9 |
| Investment Companies | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 6 advisors
'22 · 5 advisors
'23 · 6 advisors
'25 · 6 advisors
'26 · 6 advisors
'20'26
5 advisors → 6 advisors▲ +20%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
950 W. UNIVERSITY DRIVESUITE 100ROCHESTER, MI 48307
Business
950 W. UNIVERSITY DRIVESUITE 100ROCHESTER, MI 48307
Edgar Recent Filings
13F-HR2026-05-07 · 0001600999-26-000006
13F-HR2026-01-29 · 0001600999-26-000003