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| Dean Investment Associates LLC
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| CRD # | 104635 |
| SEC # | 801-9895 |
| CIK # | 0000846797 |
| AUM | 909.3 M (2026-03-27) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 937-222-9531 |
| Address | 3500 Pentagon Boulevard, Suite 200 Beavercreek, OH 45431 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Hershey Co | 11.9 | ||
| Chevron Corp | 10.2 | ||
| XCEL Energy Inc | 10.0 | ||
| Johnson & Johnson | 9.2 | ||
| PepsiCo Inc | 8.8 | ||
| EOG Resources Inc | 8.7 | ||
| Omnicom Group Inc | 8.4 | ||
| Amgen Inc | 8.3 | ||
| Littelfuse Inc /DE | 8.2 | ||
| Jazz Pharmaceuticals Inc | 7.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 236 | 0.2 |
| (b) Individuals (high net worth individuals) | 40 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 0.0 |
| (h) Charitable organizations | 8 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 483 | 0.9 |
| By Discretionary | ||
| Discretionary | 483 | 0.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 483 | 0.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.9 | |
| Total | 483 | 0.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000846797] | |
| SC 13G | [0000846797] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Dean Investment Associates LLC | LMP Corporate Loan Fund Inc | [2012-04-13] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Dean Investment Associates LLC
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|
OH | 909.3 M |
|
Dean Financial Services LLC
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|
OH | 382.0 M |
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|---|---|---|
|
Trubee Wealth Advisors Inc
✚
|
NY | 911.5 M |
|
Nesteggs Retirement Plan Services Inc
✚
|
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|
Claris Advisors LLC
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|
MO | 911.1 M |
|
Tiempo Capital Partners LLC
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|
FL | 911.0 M |
|
Syverson Strege & Company
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|
IA | 910.8 M |
|
Fonville Wealth Management LLC
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|
Gerald Baker Financial Group Llcdba Baker Financial Services
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|
TX | 909.3 M |
|
First Eagle Separate Account Management LLC
✚
|
NY | 907.6 M |
|
Alley Investment Management Company LLC
✚
|
IL | 907.2 M |
|
Cranbrook Wealth Management LLC
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|
MI | 906.8 M |