MAP
Managed Asset Portfolios (MAP) is an independent SEC-registered investment advisory firm founded in 2001 that applies a global value investing philosophy across five equity, balanced, and income strategies for families, family offices, institutions, and financial advisors.
- Company typePrivate
- Founded2001
- HeadquartersRochester, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What MAP does
Managed Asset Portfolios (MAP) is an independent SEC-registered investment advisory firm headquartered in Rochester, Michigan, founded in 2001 by Michael Dzialo. Originally established as a single-family investment office for one of the wealthiest families in North America, the firm opened to outside investors in 2001 and now manages over $1.25 billion in assets for institutional, sub-advisory, and individual investors across 500+ families in the U.S. and globally. MAP employs 11-50 professionals and operates with no affiliations to investment banks, broker-dealers, accounting firms, insurance companies, or law firms, with employee retention incentives and GIPS-compliant performance reporting.
The firm offers five investment strategies built on a global value investing philosophy: the Global Equity Strategy and its Ex-Options variant (the latter launched in 2012), the U.S. Multi-Cap Value Strategy, the Global Balanced Strategy, and the Enhanced Income Strategy. All strategies share a catalyst-driven, bottom-up fundamental research process unconstrained by geography or market capitalization, supplemented by a proprietary Pain Ratio analysis that measures drawdown frequency, depth, and duration alongside traditional Sharpe Ratio metrics. The portfolio management team has worked together for over 25 years, led by Founder, President and CIO Michael Dzialo alongside senior PMs Karen Culver, Peter Swan, Zachary Fellows, and Nicolas Vilotti.
MAP generates revenue exclusively through recurring AUM-based investment advisory fees, with detailed schedules disclosed in ADV Part 2A and ADV Part 3 documents. Distribution is primarily relationship-based across four channels: direct engagement with high-net-worth families and family offices, institutional mandates, a financial advisor sub-advisory channel, and a content-led digital funnel that includes the MAP Views blog, weekly webinars, an email newsletter, and earned-media press releases on Broadridge/Lipper and PSN Top Guns awards. The firm has accumulated a multi-decade track record of third-party-recognized performance, including a #2 Broadridge ranking for the 40-quarter period ending 12/31/2025 and multiple Top Guns Manager of the Decade designations.
MAP firmographics
Firmographics- Name
- MAP
- Legal name
- Managed Asset Portfolios, LLC
- Website
- https://managedassetportfolios.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Managed Asset Portfolios (MAP) is an independent SEC-registered investment advisory firm founded in 2001 that applies a global value investing philosophy across five equity, balanced, and income strategies for families, family offices, institutions, and financial advisors.
- Ownership category
- akta.pro rank
MAP industry classification
Industry- Product category
- Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
- akta.pro secondary industries
- Large-Cap Equity (Active) (FSAAAIAA), Small-Cap Equity (Active) (FSAAAIAC), Emerging Markets Equity (Active) (FSAAAIAF)
Keywords
Where MAP is headquartered
LocationHeadquarters
- HQ city
- Rochester
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
MAP business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Advisory Fees: Fees charged for investment advisory and management services, typically based on assets under management (AUM). The firm manages over $1.25 billion for institutional, sub-advisory, and individual investors.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Fees disclosed in ADV documents upon request |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
MAP product offering
Product offeringCore offering
Managed Asset Portfolios is an independent, SEC-registered investment advisory firm that provides discretionary global value-driven investment management to families, family offices, and institutional investors. It offers five distinct strategies—Global Equity, Global Equity Ex-Options, U.S. Multi-Cap Value, Global Balanced, and Enhanced Income—built on catalyst-driven fundamental research and a long-term horizon, managing over $1.25 billion in assets.
Product overview
Managed Asset Portfolios (MAP) offers a suite of five distinct investment strategies built on a global value investing philosophy. The core offerings include the Global Equity Strategy (unconstrained by geography or market cap) and its Global Equity Ex-Options variant, the U.S.-only Multi-Cap Value Strategy, the Global Balanced Strategy combining equities with fixed income, and the Enhanced Income Strategy. All strategies share a catalyst-driven fundamental research approach focused on finding securities trading below intrinsic value, with the portfolio management team having worked together for over 25 years.
Differentiator
Problem solved
Functional benefit
Products and services
- Global Equity Strategy A focused global equity portfolio that seeks undervalued securities trading at a discount to fundamental value, unconstrained by geography or market capitalization. Designed for clients seeking long-term capital appreciation through a disciplined global value approach.
- Global Equity Ex-Options Strategy A global equity portfolio variant that excludes options exposure while maintaining the same value-oriented investment philosophy as the core Global Equity Strategy. Designed for clients who prefer an options-free implementation of MAP's global value approach.
- U.S. Multi-Cap Value Strategy A value-focused investment strategy constrained to U.S. markets, investing across small-, mid-, and large-cap securities. Designed for clients seeking a U.S.-only value mandate with flexibility across market capitalizations.
- Global Balanced Strategy
Quantifiable outcome
- #2 ranking in U.S. Diversified/Multi-Cap Value Equity category for 40-quarter period ending 12/31/2025 (Broadridge Top Money Managers)
- +2 more outcomes
Companies that use MAP
Customer profileNamed customers2 records
Segments4 records
Ideal customer profiles4 records
MAP technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
MAP partnerships and signals
Strategic signalScale indicators6 records
Recent moves6 records
Expansion highlights5 records
MAP competitors and assessment
Company assessmentDirect peers
- Third Avenue Management: Value-driven, fundamentally focused investment manager with global equity and credit strategies. Comparable in philosophy and in its emphasis on catalyst-driven, bottom-up research.
- Pzena Investment Management: Publicly traded global value manager focused on classic deep-value equities for institutional and intermediary clients. Highly comparable to MAP in strategy, process, and customer base.
- Mairs & Power: Independent, employee-owned investment advisor managing value-tilted equity and balanced strategies for HNW families and institutions. Very close comparability to MAP in philosophy, scale and ownership model.
- Brandes Investment Partners: Independent global value manager offering equity and balanced strategies to institutional and advisor clients. Comparable to MAP in philosophy, multi-strategy platform and channel mix.
- Longleaf Partners: Boutique value-oriented asset manager serving institutional and intermediary clients with concentrated, fundamental strategies. Directly comparable to MAP in approach and scale.
- Tweedy, Browne Company: Long-tenured, value-oriented global investment manager with a similarly small, research-driven team and multiple-decade track record. Closely comparable to MAP in philosophy, scale and boutique positioning.
- Ariel Investments: Independently owned value manager offering U.S. equity strategies to institutional and individual clients. Comparable to MAP's U.S. Multi-Cap Value offering and emphasis on fundamental research.
- Heartland Advisors: Mid-sized value-oriented asset manager offering U.S. equity and fixed-income strategies. Comparable to MAP in value focus and multi-product approach.
Broad incumbents
- Dodge & Cox: Large, employee-owned value-oriented investment manager with U.S. and global equity, fixed income and balanced strategies. Same value philosophy as MAP but operating at materially larger scale across institutional and retail channels.
- T. Rowe Price: Large, multi-affiliate global asset manager with value, growth, and multi-asset strategies serving institutional and retail clients. A broad incumbent with overlapping value strategies, though much larger and broader than MAP.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
MAP social profiles
Digital presenceMAP compliance and trust
Trust signalCompliance2 records
MAP financial estimates
Financial estimateRevenue estimate
Valuation estimate
MAP leadership team
Management profileNumber of profiles
Profiles5 records
MAP funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MAP M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about MAP
What does MAP do?
Managed Asset Portfolios is an independent, SEC-registered investment advisory firm that provides discretionary global value-driven investment management to families, family offices, and institutional investors. It offers five distinct strategies—Global Equity, Global Equity Ex-Options, U.S. Multi-Cap Value, Global Balanced, and Enhanced Income—built on catalyst-driven fundamental research and a long-term horizon, managing over $1.25 billion in assets.
Is MAP a public or private company?
MAP is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was MAP founded?
MAP was founded in 2001. It employs 11 to 50 people.
Where is MAP based?
MAP is headquartered in Rochester, United States, in the North America region.
How does MAP make money?
One revenue line is on record: investment Advisory Fees.
Who are MAP's main competitors?
Direct peers on record are Third Avenue Management, Pzena Investment Management, Mairs & Power, Brandes Investment Partners, Longleaf Partners, Tweedy, Browne Company, Ariel Investments and Heartland Advisors. Broad incumbents are Dodge & Cox and T. Rowe Price.
Does MAP have an API?
No public API is recorded for MAP.
What industry is MAP in?
MAP's product category is Investment Advisory Services. Its primary akta.pro industry code is FSAEAAAC, Portfolio Construction & Asset Allocation Advisory, with a secondary code of FSAAAIAA, Large-Cap Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.