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ASA MANAGED ACCOUNT MANAGERS LLC

MINNEAPOLIS, MN · CRD 162855 · IAPD ↗ · asallc.com · 952 847-2450

$1.12BRegulatory AUM
0Advisory reps
1Employees
0Clients
n/aPlanning clients
1Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — ASA MANAGED ACCOUNT MANAGERS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — ASA MANAGED ACCOUNT MANAGERS LLC crossed $1B in regulatory AUM ($920.2M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
48
April 2025 — ASA MANAGED ACCOUNT MANAGERS LLC reported RAUM down 51% ($1.88B -> $920.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.