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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

MUHLENKAMP & CO INC

CRD 110787

WEXFORD, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c306fea1-c2da-d097-0591-8cfdcd39d324

Data as of Dec 19, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 0
Observed: Dec 21, 2011 to Dec 19, 2025
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.39 fund_share=0.58 institutional_share=0.01 related_bd=false related_bank=false bd_reps=4.0
Regulatory AUM: $436MItem 5.F on the latest filing (2025-12-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $436M
Private client RAUM: $172MderivedItem 5.D individuals plus high net worth individuals
Private client share: 39%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $145Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 69
Individual clients: 31
High net worth clients: 29
SEC number: 801-16476
CIK: 1133219
CRD: 110787
Filings on the tape: 24
First filed: Dec 21, 2011
Latest filed: Dec 19, 2025
Organised: Corporation, PA
Website: muhlenkamp.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RONALD HENRY MUHLENKAMP	n/a	WEXFORD, PA	35	48	n/a	no
ANTHONY WILLIAM MUHLENKAMP	n/a	WEXFORD, PA	22	34	n/a	yes
Jeffrey Paul Muhlenkamp	Chartered Financial Analyst	WEXFORD, PA	9	18	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MUHLENKAMP, ANTHONY, WILLIAM	PRESIDENT/CHIEF COMPLIANCE OFFICER/DIRECTOR	Na	yes	12/2012	Dec 21, 2011	Dec 17, 2024
Muhlenkamp, Jeffrey, Paul	PORTFOLIO MANAGER, DIRECTOR	Na	yes	12/2021	Jan 3, 2022	Dec 17, 2024
MUHLENKAMP, RONALD, HENRY	OWNER/DIRECTOR	E	yes	08/1981	Dec 21, 2011	Dec 17, 2024
MUHLENKAMP, CONSTANCE, SUE	Director	Na	no	07/1982	Dec 21, 2011	Dec 17, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Dec 17, 2024	$412M	$412M	6	2	0	n/a	n/a
2023	Dec 13, 2023	$345M	$345M	6	2	0	n/a	n/a
2022	Nov 22, 2022	$375M	$375M	6	2	0	n/a	n/a
2021	Jan 3, 2022	$291M	$291M	6	2	0	n/a	n/a
2020	Dec 11, 2020	$231M	$231M	7	2	0	n/a	n/a
2019	Oct 31, 2019	$246M	$246M	6	1	0	n/a	n/a
2018	Dec 11, 2018	$301M	$301M	9	4	0	n/a	n/a
2017	Jan 2, 2018	$340M	$340M	11	5	0	n/a	n/a
2016	Nov 30, 2016	$353M	$353M	12	5	n/a	n/a	n/a
2015	Dec 15, 2015	$439M	$439M	15	6	n/a	n/a	n/a
2014	Dec 15, 2014	$561M	$561M	16	6	n/a	n/a	n/a
2013	Dec 18, 2013	$555M	$555M	16	6	n/a	n/a	n/a
2012	Dec 14, 2012	$502M	$502M	19	6	n/a	n/a	n/a
2011	Dec 21, 2011	$542M	$542M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$436M	$345M	26.4%	$291M	14.4%	6	6	0	0

Relationships

Registered with (7)

← Jeffrey Paul MuhlenkampAdvisorregistration: current employment
May 16, 2017 to presentfactForm ADV
← ANTHONY WILLIAM MUHLENKAMPAdvisorregistration: current employment
Sep 6, 2004 to presentfactForm ADV
← RONALD HENRY MUHLENKAMPAdvisorregistration: current employment
Jul 8, 1991 to presentfactForm ADV
← MONICA LYNN LEISTERAdvisorregistration: previous registration
Jul 29, 2004 to Feb 4, 2019factForm ADV
← TAMMY SUE NEFFAdvisorregistration: previous registration
Jul 20, 2004 to Feb 4, 2019factForm ADV
← Katherine Nile BaumAdvisorregistration: previous registration
Jan 28, 2008 to May 9, 2017factForm ADV
← BRIAN LEWIS YATESAdvisorregistration: previous registration
Nov 16, 2009 to May 26, 2016factForm ADV

Controls (3)

← MUHLENKAMP, ANTHONY, WILLIAMOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER/DIRECTOR, ownership code NA, individual
Dec 21, 2011 to Dec 17, 2024factForm ADV
← MUHLENKAMP, RONALD, HENRYOwnerOWNER/DIRECTOR, ownership code E, individual
Dec 21, 2011 to Dec 17, 2024factForm ADV
← Muhlenkamp, Jeffrey, PaulOwnerPORTFOLIO MANAGER, DIRECTOR, ownership code NA, individual
Jan 3, 2022 to Dec 17, 2024factForm ADV

Owns (1)

← MUHLENKAMP, CONSTANCE, SUEOwnerDIRECTOR, ownership code NA, individual
Dec 21, 2011 to Dec 17, 2024factForm ADV

Dated events

Occurred
Jan 3, 2022
Control person joined
Paul Jeffrey Muhlenkamp (Portfolio Manager, Director) appeared on Schedule A of Muhlenkamp & Co Inc
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c306fea1-c2da-d097-0591-8cfdcd39d324
First observed: Dec 21, 2011
Last observed: Dec 19, 2025 9 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MUHLENKAMP & CO INC

CRD 110787

WEXFORD, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c306fea1-c2da-d097-0591-8cfdcd39d324

Data as of Dec 19, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:07 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RONALD HENRY MUHLENKAMP

n/a

WEXFORD, PA

n/a

ANTHONY WILLIAM MUHLENKAMP

n/a

WEXFORD, PA

n/a

yes

Jeffrey Paul Muhlenkamp

Chartered Financial Analyst

WEXFORD, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MUHLENKAMP, ANTHONY, WILLIAM

PRESIDENT/CHIEF COMPLIANCE OFFICER/DIRECTOR

yes

12/2012

Dec 21, 2011

Dec 17, 2024

Muhlenkamp, Jeffrey, Paul

PORTFOLIO MANAGER, DIRECTOR

yes

12/2021

Jan 3, 2022

Dec 17, 2024

MUHLENKAMP, RONALD, HENRY

OWNER/DIRECTOR

yes

08/1981

Dec 21, 2011

Dec 17, 2024

MUHLENKAMP, CONSTANCE, SUE

Director

07/1982

Dec 21, 2011

Dec 17, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Dec 17, 2024

$412M

n/a

2023

Dec 13, 2023

$345M

n/a

2022

Nov 22, 2022

$375M

n/a

2021

Jan 3, 2022

$291M

n/a

2020

Dec 11, 2020

$231M

n/a

2019

Oct 31, 2019

$246M

n/a

2018

Dec 11, 2018

$301M

n/a

2017

Jan 2, 2018

$340M

n/a

2016

Nov 30, 2016

$353M

n/a

2015

Dec 15, 2015

$439M

n/a

2014

Dec 15, 2014

$561M

n/a

2013

Dec 18, 2013

$555M

n/a

2012

Dec 14, 2012

$502M

n/a

2011

Dec 21, 2011

$542M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$436M

$345M

26.4%

$291M

14.4%