DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Managed Asset Portfolios, LLC
Latest filing Aug 10, 2026
First filing on the tape Mar 30, 2012 · 31 filings
SEC status approved since Nov 27, 2000
RAUM
$1.3B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
72%
$915M individuals and HNW
Advisors
18
registered through the firm on IAPD
RAUM per advisor
$70.4M
derived; firm RAUM over IAPD count
Employees
22
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$1.3B as of Aug 10, 2026
Mar 30, 2012$245M then
HNW client RAUM$496M as of Aug 10, 2026
Mar 29, 2018$223M then
State-registered IARs (5.B.3)19 as of Aug 10, 2026
Mar 28, 20139 then
Employees (5.A)22 as of Aug 10, 2026
Mar 28, 201312 then
Private funds: no history
RAUM +20% over the last fiscal year+7.6% a year over threeIARs 19 to 19
Practice profile
derived from the filing of Aug 10, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $70.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 90derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $647,787derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 12%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 18.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.5%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $169M, 222 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$496M39%
- Individuals$419M33%
- State and municipal entities$146M12%
- Investment companies$99.9M7.9%
- Corporations and businesses$90.1M7.1%
- Pooled investment vehicles$9.3M0.7%
- Charitable organizations$5.4M0.4%
- Individual clients
- 1,394reported
- HNW clients
- 226reported
- Pension plan clients
- 0reported
- Charitable clients
- 9reported
- Accounts
- 1,955reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $490M managedreported
- Custody of client assets
- $169M for 222 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.72 fund_share=0.09 institutional_share=0.12 related_bd=false related_bank=false bd_reps=5.0derived
Advisors registered through the firm
18 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Thomas Patrick Fitzgerald | Rochester, Mi | Jan 11, 2006 | 22 y | 0 |
| Peter Jordan Swan | Leander, Tx | Apr 20, 2010 | 33 y | 0 |
| Daniel Scott Patterson | Rochester, Mi | Apr 20, 2010 | 25 y | 0 |
| Karen Michele Culver | Rochester, Mi | May 3, 2010 | 23 y | 0 |
| Michael Stephen Dzialo | Rochester, Mi | May 3, 2010 | 38 y | 0 |
| Robert Charles Naber | Rochester, Mi | Aug 17, 2011 | 25 y | 3 |
| Michael Dennis Rodzik | Rochester, Mi | Oct 25, 2011 | 20 y | 1 |
| Zachary S. FellowsChartered Financial Analyst | Rochester, Mi | Sep 8, 2015 | 11 y | 0 |
| Steven John Husovsky | Rochester, Mi | Nov 10, 2015 | 11 y | 0 |
| Dennis Loyd Engel | Rochester, Mi | May 18, 2016 | 28 y | 6 |
| Samuel Edward Morley | Rochester, Mi | Sep 11, 2018 | 14 y | 0 |
| Chad Aaron Simon | Rochester, Mi | Jul 29, 2019 | 12 y | 0 |
| Julie Anne Fici | Rochester, Mi | Dec 10, 2019 | 32 y | 0 |
| Nicolas Andrew Vilotti | Rochester, Mi | Jan 24, 2023 | 20 y | 0 |
| Stephen Michael Dzialo | Rochester, Mi | Oct 6, 2023 | 23 y | 0 |
| Brian David Newcombe | Rochester, Mi | Jan 4, 2024 | 32 y | 1 |
| Stanley Christopher Perkowski | Rochester, Mi | Jan 29, 2025 | 23 y | 3 |
| Nathan Marshall | Rochester, Mi | Apr 29, 2026 | 12 y | 0 |
Advisor movement
2 left, 0 joined in 12 months
net -2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 11% of current headcount2 left over 36 months
Left, latest
- Jeffrey Redfield Bonynge to Secure Asset Management, L.L.C.Jan 30, 2026 · RIA to RIA
- John Frederick Dalton to Advisory Services NetworkJan 12, 2026 · RIA to RIA
- Gregory Phillip Malec to Raymond James & Associates, Inc.May 26, 2022 · RIA to affiliated broker-dealer or bank
- Terrence Patrick Geary to Wells Fargo AdvisorsSep 27, 2021 · RIA to wirehouse
- Michael Anthony Barrella to Summit Financial Group IncJan 18, 2008 · Other
Joined, latest
- Stanley Christopher Perkowski from Ameriprise Financial Services, LLCJan 29, 2025 · Affiliated broker-dealer or bank to independent RIA
- Brian David Newcombe from Ameriprise Advisor Services, Inc.Jan 4, 2024 · Other
- Gregory Phillip Malec from Raymond James & Associates, Inc.Feb 18, 2021 · Affiliated broker-dealer or bank to independent RIA
- Jeffrey Redfield Bonynge from Edward JonesApr 5, 2019 · Affiliated broker-dealer or bank to independent RIA
- Dennis Loyd Engel from Astor Investment Management LLCMay 18, 2016 · Other
- Terrence Patrick Geary from Astor Investment Management LLCJan 28, 2016 · Other
- Michael Dennis Rodzik from A. G. Edwards & Sons, Inc.Oct 25, 2011 · Other
- Robert Charles Naber from Ameriprise Advisor Services, Inc.Aug 17, 2011 · Other
- John Frederick Dalton from Ameriprise Advisor Services, Inc.Apr 20, 2010 · Other
- Michael Anthony Barrella from Ameriprise Advisor Services, Inc.Aug 24, 2007 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Stephen Michael Dzialo · President, Chief Investment Officercontrolsince 11/2000 · owns 75% or more
- Michele Karen Culver · Portfolio Manager, Principal Operating Officersince 10/2004 · owns less than 5%
- Patrick Thomas Fitzgerald · Chief Compliance Officersince 04/2018 · owns less than 5%
- David Brian Newcombe · Director Of Operationssince 09/2016 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Rochester, Mi · principal | 18 | 1 | 2 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,928 to 1,955Mar 27, 2025 to Mar 27, 2026
- Advisory activities · 6 to 5Mar 27, 2025 to Mar 27, 2026
- Charity clients · 8 to 9Mar 27, 2025 to Mar 27, 2026
- Corporate clients · 30 to 31Mar 27, 2025 to Mar 27, 2026
- HNW clients · 192 to 226Mar 27, 2025 to Mar 27, 2026
- Individual clients · 1,373 to 1,394Mar 27, 2025 to Mar 27, 2026
- Pooled vehicle clients · 2 to 1Mar 27, 2025 to Mar 27, 2026
- Assets in custody · $133M to $169MMar 27, 2025 to Mar 27, 2026
- Discretionary RAUM · $1.0B to $1.2BMar 27, 2025 to Mar 27, 2026
- HNW RAUM · $380M to $496MMar 27, 2025 to Mar 27, 2026
- Individual RAUM · $383M to $419MMar 27, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $21.9M to $23.9MMar 27, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $17.8M to $9.3MMar 27, 2025 to Mar 27, 2026
- RAUM · $1.1B to $1.3BMar 27, 2025 to Mar 27, 2026
- Wrap assets (manager) · $402M to $490MMar 27, 2025 to Mar 27, 2026
- Accounts · 1,991 to 1,928Feb 18, 2025 to Mar 27, 2025
- Advisory employees · 5 to 6Feb 18, 2025 to Mar 27, 2025
- Charity clients · 13 to 8Feb 18, 2025 to Mar 27, 2025
- Corporate clients · 32 to 30Feb 18, 2025 to Mar 27, 2025
- HNW clients · 176 to 192Feb 18, 2025 to Mar 27, 2025
- Individual clients · 1,431 to 1,373Feb 18, 2025 to Mar 27, 2025
- Assets in custody · $123M to $133MFeb 18, 2025 to Mar 27, 2025
- Employees · 21 to 22Feb 18, 2025 to Mar 27, 2025
- Financial planning clients · 0 to 0Feb 18, 2025 to Mar 27, 2025
- State-registered IARs · 18 to 19Feb 18, 2025 to Mar 27, 2025
- Discretionary RAUM · $1.1B to $1.0BFeb 18, 2025 to Mar 27, 2025
- HNW RAUM · $350M to $380MFeb 18, 2025 to Mar 27, 2025
- Individual RAUM · $401M to $383MFeb 18, 2025 to Mar 27, 2025
- Non-discretionary RAUM · $15.4M to $21.9MFeb 18, 2025 to Mar 27, 2025
- Pooled vehicle RAUM · $41.0M to $17.8MFeb 18, 2025 to Mar 27, 2025
- RAUM · $1.1B to $1.1BFeb 18, 2025 to Mar 27, 2025
- Wrap assets (manager) · $402M to $402MFeb 18, 2025 to Mar 27, 2025
- Accounts · 1,950 to 1,991Mar 30, 2023 to Mar 27, 2024
- Advisory activities · 7 to 6Mar 30, 2023 to Mar 27, 2024
- BD registered reps · 4 to 5Mar 30, 2023 to Mar 27, 2024
- Corporate clients · 31 to 32Mar 30, 2023 to Mar 27, 2024
- HNW clients · 169 to 176Mar 30, 2023 to Mar 27, 2024
- Individual clients · 1,381 to 1,431Mar 30, 2023 to Mar 27, 2024
- Assets in custody · $110M to $123MMar 30, 2023 to Mar 27, 2024
- State-registered IARs · 16 to 18Mar 30, 2023 to Mar 27, 2024
Signals
5 dated events
- Jeffrey Redfield Bonynge left Managed Asset Portfolios, Llc for Secure Asset Management, L.L.C. (registered 2026-02-02)Jan 30, 2026 · Advisor changed firm · fact
- John Frederick Dalton left Managed Asset Portfolios, Llc for Advisory Services Network (registered 2026-01-14)Jan 12, 2026 · Advisor changed firm · fact
- Gregory Phillip Malec left Managed Asset Portfolios, Llc for Raymond James & Associates, Inc. (registered 2022-06-03)May 26, 2022 · Advisor changed firm · fact
- Managed Asset Portfolios, Llc reported RAUM $902.3M, up 29% from $699.9M (2019-03-28 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- Managed Asset Portfolios, Llc reported RAUM $664.1M, up 26% from $529.1M (2017-08-30 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 248-601-6677reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 248-601-6679reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/MANAGED-ASSET-PORTFOLIOS-LLCreportedpublic record, Form ADV, Sep 17, 2026
- Website
- MANAGEDASSETPORTFOLIOS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 248-601-6677reportedpublic record, Form ADV, Aug 10, 2026
- Contact form
- managedassetportfolios.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $70.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026