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| Millbank Dartmoor Portsmouth LLC
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|
|---|---|
| CRD # | 311046 |
| SEC # | 801-119757 |
| CIK # | |
| AUM | $213.0 MM (2024-07-09) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 828-499-7222 |
| Address | 22 South Pack Square Asheville, NC 28801 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 76.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 135.2 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 213.0 |
| By Discretionary | ||
| Discretionary | 4 | 213.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 213.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 213.0 | |
| Total | 4 | 213.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Blueprint Fund Management LLC
✚
|
NC | 0.2 |
|
Meros Investment Management LP
✚
|
TX | 0.2 |
|
Discretionary Management Services LLC
✚
|
KS | 0.2 |
|
Impact Shares Corp
✚
|
TX | 0.2 |
|
Renaissance Capital LLC
✚
|
CT | 0.2 |
|
Cove Capital Management Inc
✚
|
TN | 0.2 |
|
OT Management LLC
✚
|
MA | 0.2 |
|
SG Trading Solutions LLC
✚
|
UT | 0.2 |
|
Hmount Asset Management HK Limited
✚
|
0.2 | |
|
Hudson Canyon Capital Management LLC
✚
|
NY | 0.2 |