DEAN CAPITAL MANAGEMENT
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 145666
- Registered since
- March 11, 2008
- Website
- deancapmgmt.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, U.S. BANK, N.A., STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers58.42%
- Investment Companies41.58%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Dean Capital Management is a privately held LLC registered with the SEC since 2008 that manages portfolios on a fee-as-a-percentage-of-AUM basis. The firm’s stated client base is institutional, and its advisory services span portfolio management for individuals and small businesses, investment companies, and businesses or institutions. Filings and firm materials also list industry affiliations that include other investment advisers, accountants and pension consulting activity. The firm does not identify as an active ESG investor and is not classified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Investment Grade Corp Bonds18%
- US Government Bonds8%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2JESSICA SKINNER
Chief Compliance Officer & Director of OperationsCRD 5460167
STEPHEN MILLER
President, CEOCRD 2686150
Contacts
3 of 5PATRICK KRUMM
Director of Institutional SalesCRD 2081330
Jason Solomon
Investment AnalystCRD 6665127
KEVIN LAUB
Portfolio Manager, Equity Income & Multi-Cap ValueCRD 3091575
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OVERLAND PARK, KS
JOHNSON
Location
OVERLAND PARK, KS
Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 7400 W 130th St
- Time zone
- CT (UTC-6)
- Office locations
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