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They include 1,394 individual clients, 226 high-net-worth individuals, and 31 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Managed Asset Portfolios offer?","answer":"Managed Asset Portfolios provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Managed Asset Portfolios use?","answer":"Managed Asset Portfolios’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $493M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Managed Asset Portfolios have?","answer":"Managed Asset Portfolios has 19 investment adviser representatives registered with state securities authorities, out of 22 employees, and 6 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Managed Asset Portfolios invest in?","answer":"At the end of its last fiscal year, Managed Asset Portfolios’ separately managed accounts held 81% exchange-traded equities, 9% high-yield corporate bonds, 5% investment grade corporate bonds, 2% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Managed Asset Portfolios?","answer":"Managed Asset Portfolios’ direct owner is Michael Dzialo (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Managed Asset Portfolios get paid?","answer":"Managed Asset Portfolios is paid through a percentage of assets under management, fixed fees and performance-based fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}