Muhlenkamp & Co Inc

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Muhlenkamp & Co Inc
CRD #110787
SEC #801-16476
CIK #0000829433, 0000356872, 0001133219
AUM $412.0 M (2025-07-07)
Employees 6 (33% Investors, 67% Brokers)
Phone724-935-5520
Address5000 Stonewood Drive
Wexford, PA 15090-8395
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($B)
4.03.22.41.60.80.02000200820172026
CIK Period
0000829433 0000356872 0001133219
Sector Form 13F Holdings Value ($M)
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Celanese Corp 8.4
SPDR Gold Trust 6.8
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Travelers Companies Inc 1.8
Enterprise Products Partners L P 0.8
Rush Enterprises Inc TX 0.5
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 39 0.0
(b) Individuals (high net worth individuals) 19 0.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 0.2
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 2 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.0
(n) Other 1 0.0
Total 103 0.4
By Discretionary
Discretionary 103 0.4
Non-Discretionary 0 0.0
Total 103 0.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.4
Total 103 0.4
EDGAR Form CIK 2011 - 2025
13F-HR [0001133219]
Comparable Firms State AUM ($B)
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Retirement Consulting Group Inc
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Five Oceans Advisors LLC
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Martin Javan von
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