{"url":"https://nivawealth.com/firms/muhlenkamp-and-co-110787","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/110787","regulatoryAum":435829498,"crd":"110787","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2507294","suffix":null,"lastName":"MUHLENKAMP","firstName":"ANTHONY","middleName":"WILLIAM"},{"crd":"6795554","suffix":null,"lastName":"Muhlenkamp","firstName":"Jeffrey","middleName":"Paul"},{"crd":"342176","suffix":null,"lastName":"MUHLENKAMP","firstName":"RONALD","middleName":"HENRY"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2020-12-11","regulatoryAum":231106045,"clients":45,"employees":7,"offices":1},{"filedOn":"2022-01-03","regulatoryAum":291369505,"clients":46,"employees":6,"offices":1},{"filedOn":"2022-12-08","regulatoryAum":375408172,"clients":53,"employees":6,"offices":1},{"filedOn":"2023-12-13","regulatoryAum":344798279,"clients":56,"employees":6,"offices":1},{"filedOn":"2025-07-07","regulatoryAum":412018329,"clients":63,"employees":6,"offices":1},{"filedOn":"2025-12-19","regulatoryAum":435829498,"clients":69,"employees":6,"offices":1}],"secFileNumber":"801-16476","legalName":"Muhlenkamp 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Muhlenkamp","title":"Portfolio Manager, Owner/Director","crd":"6795554"}],"ownership":[{"label":"Anthony Muhlenkamp","detail":"Owner/director, president, chief compliance officer in the 50% to 75% ownership band and a control person, since December 2012."},{"label":"Jeffrey Muhlenkamp","detail":"Portfolio manager, owner/director in the 25% to 50% ownership band and a control person, since December 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"5000 Stonewood Drive, Suite 300","city":"Wexford","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"724-935-5520","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or 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They include 31 individual clients, 29 high-net-worth individuals and 4 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 19 December 2025","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Muhlenkamp & Co offer?","answer":"Muhlenkamp & Co provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, publishing newsletters, and educational seminars.","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 Muhlenkamp & Co use?","answer":"Muhlenkamp & Co’s separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $177M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 December 2025","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Muhlenkamp & Co have?","answer":"Muhlenkamp & Co has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 1 perform investment advisory functions. 4 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 Muhlenkamp & Co invest in?","answer":"At the end of its last fiscal year, Muhlenkamp & Co’s separately managed accounts held 74% exchange-traded equities, 16% cash and equivalents, 8% registered funds (mutual funds, ETFs, BDCs) and 2% other. The 2% other category is described as: Unassigned, Pooled Investment Other Than Investment Company, and Investment Grade Corporate 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 Muhlenkamp & Co?","answer":"Muhlenkamp & Co’s direct owners are Anthony Muhlenkamp (50% to 75%) and Jeffrey Muhlenkamp (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 19 December 2025","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Muhlenkamp & Co get paid?","answer":"Muhlenkamp & Co is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Muhlenkamp & Co?","answer":"Muhlenkamp & Co’s main office is at 5000 Stonewood Drive, Suite 300, Wexford, PA 15090-8395. Its phone number is 724-935-5520. Its website is muhlenkamp.com.","source":"Form ADV Part 1A, Item 1.F, filed 19 December 2025","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/muhlenkamp-and-co-110787/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-18","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1133219/000113321926000003/0001133219-26-000003-index.html","totalValue":345251246,"positionCount":28,"top10Share":0.5803692943080646,"top10":[{"issuer":"RUSH ENTERPRISES INC","titleOfClass":"CL A","cusip":"781846209","value":24255251,"shares":332332,"shareType":"SH","priorValue":21942240,"priorShares":331905},{"issuer":"NEWMONT CORP","titleOfClass":"COM","cusip":"651639106","value":21583806,"shares":231090,"shareType":"SH","priorValue":25025452,"priorShares":231182},{"issuer":"AGNICO EAGLE MINES 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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."}