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950 W. University, Suite 100, Rochester, MI 48307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-01-15 |
| TX | RA | APPROVED_RES | 2019-01-14 |
| MI | RA | APPROVED | 2011-10-25 |
Branch Locations
950 W. University, Suite 100, Rochester, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Managed Asset Portfolios, Llc | Rochester | MI | 09/2011 | Present |
| Alt Fund Distributors Llc | New York | NY | 12/2014 | Present |
MANAGED ASSET PORTFOLIOS LLC, SEC REGISTERED INVESTMENT ADVISOR, BUSINESS DEVELOPMENT MANAGER, 40 HOURS PER WEEK DURING TRADING HOURS,SERVING HIGH NET WORTH INDIVIDUALS, WHOLESALERS, ADVISORS & INSTITUTIONS, SINCE SEPT 2011.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-11-15 |
| S65 | Uniform Investment Adviser Law Examination | 2011-10-21 |
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