CRD: 109574
Managed Asset Portfolios, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Frontier pioneerUnison +more
- Established Date
- 11-27-2000
- Office Locations
- 7
Office Locations
About Managed Asset Portfolios, LLC
Managed Asset Portfolios (MAP) is an independent, SEC-registered RIA rooted in a single-family office and open to outside investors since 2001. It runs global, value-driven strategies—unconstrained by geography or market cap—with an optional U.S.-only approach for families, family offices, and institutions. The portfolio team has worked together 25+ years, claims GIPS compliance, and its SMAs are largely implemented with ETFs.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL STEPHEN DZIALO
Chief Investment Officer, Financial Advisor, President
- CRD
- #1666150
- Ownership
- 75% or more
KAREN MICHELE CULVER
PORTFOLIO MANAGER, Senior Portfolio Manager
- CRD
- #2128648
- Ownership
- Less than 5%
Bridge zenith
Momentum focus vertex
- CRD
- #23837
- Ownership
- 3.2%
Showing 2 of 4 owners & executives
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Stephen Michael Dzialo
Intern
- CRD
- #7817618
DENNIS LOYD ENGEL
President
- CRD
- #2229428
Unison unison
Eagle signal optima
- CRD
- #62537
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,242,552,305 | $756,270 |
| Non-Discretionary | $23,872,075 | $76,513 |
| Total | $1,266,424,380 | $647,787 |
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Separately Managed Accounts
Total SMA Asset: $1,157,202,017
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $744,973,948 | 26.5% |
| Corporate - Non-Investment Grade | $441,361,924 | 15.7% |
| Corporate - Investment Grade | $421,683,367 | 15.0% |
| Cash | $146,183,567 | 5.2% |
| Public Funds | $368,270,140 | 13.1% |
| U.S. Government/Agency | $688,749,498 | 24.5% |
| Total | $2,811,222,444 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER HORIZON VALUE | FUSION MERIDIAN | YCUKL1IU3 | EAOX | 4.28% | $95,728,993 |
| MATRIX DELTA | MATRIX SIGNAL | G1QUP37G2 | ZZZ | 7.15% | $76,889,440 |
| ALPHA DELTA VALUE | UNISON VERTEX | RM25B6BCA | YLFC | 7.10% | $84,906,622 |
| TIMBER BRIDGE BRIDGE | OPTIMA CAPITAL | H5V3MPQM0 | FBSM | 2.08% | $35,946,995 |
| EMBER VITAL | RADIAL BEACON | K57J5FU7X | BBK | 12.57% | $27,486,181 |
| UNISON SUMMIT | FUSION PIONEER | 5LDTA356O | IGL | 7.52% | $28,264,172 |
| EAGLE FRONTIER | CREST INSIGHT | BA77O3Q7O | LGVVX | 11.38% | $109,538,702 |
| ZENITH PATHWAY QUANTUM | FOUNDATION CREST | C6077NLC3 | TCWI | 4.35% | $75,932,960 |