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 LLC is a privately held investment adviser that has been SEC-registered since 2008. The firm charges clients on a percentage-of-AUM basis and identifies institutional clients as a primary constituency, though its regulatory disclosures list advisory activity across several client types, including individuals/small businesses, investment companies, and businesses or institutions. Dean Capital is not positioned as an ESG-focused manager, does not identify as a multi-state adviser, and does not present itself as a capital allocator or pension consultant in public filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2
Jessica Skinner
Chief Compliance Officer & Director of OperationsCRD 5460167
Stephen Miller
President, CEOCRD 2686150
Contacts
3 of 5
Patrick 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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