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| Dean Investment Associates LLC
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|---|---|
| CRD # | 104635 |
| SEC # | 801-9895 |
| CIK # | 0000846797 |
| AUM | $889.6 MM (2024-03-28) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 937-222-9531 |
| Address | 3500 Pentagon Boulevard, Suite 200 Beavercreek, OH 45431 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| CVX | 294,604.1 | 9.1 | |
| JPM | 340,169.2 | 8.9 | |
| DUK | 81,378.5 | 8.9 | |
| TXN | 142,156.2 | 8.9 | |
| MO | 78,198.0 | 8.7 | |
| WEC | 31,265.9 | 8.7 | |
| KMB | 44,656.1 | 8.3 | |
| VZ | 211,914.0 | 8.2 | |
| LNT | 14,554.7 | 8.2 | |
| JNJ | 465,600.2 | 8.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 0.2 |
| (b) Individuals (high net worth individuals) | 44 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 0.0 |
| (h) Charitable organizations | 10 | 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 | 12 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 541 | 0.9 |
| By Discretionary | ||
| Discretionary | 541 | 0.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 541 | 0.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.9 | |
| Total | 541 | 0.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 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] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Dean Investment Associates LLC
✚
|
OH | 0.9 |
|
Dean Financial Services LLC
✚
|
OH | 0.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hemington Wealth Management LLC
✚
|
VA | 0.9 |
|
van Cleef Asset Management Inc
✚
|
OH | 0.9 |
|
Haven Global Partners LLC
✚
|
GA | 0.9 |
|
Adams Asset Advisors LLC
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|
TX | 0.9 |
|
Gateway Wealth Partners LLC
✚
|
WI | 0.9 |
|
Minneapolis Portfolio Management Group LLC
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|
MN | 0.9 |
|
Maren Capital LLC
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|
IL | 0.9 |
|
Keeley-Teton Advisors LLC
✚
|
IL | 0.9 |
|
Eagle Bay Advisors LLC
✚
|
NY | 0.9 |
|
Sequent Asset Management LLC
✚
|
TX | 0.9 |