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| Millennial Advisers LLC
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| |
|---|---|
| CRD # | 170847 |
| SEC # | 801-118627 |
| CIK # | |
| AUM | $39.5 MM (2024-08-21) |
| Employees | 15 (73% Investors, 87% Brokers) |
| Phone | 646-532-2400 |
| Address | Three World Financial New York, NY 10281 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | DVI LLC Series CS | [2024-06-18] | 9.6 | 7.8 |
| PE | DVI LLC Series A3 | [2023-08-07] | 6.8 | 5.5 |
| PE | DVI LLC Series WK | [2023-03-31] | 9.0 | 7.4 |
| PE | DVI LLC Series FN | [2023-02-21] | 2.7 | 2.3 |
| PE | DVI LLC Series K4 | [2022-12-16] | 4.3 | 2.6 |
| PE | Disruptive Ventures LLC Series D | [2022-07-27] | 0.9 | 0.1 |
| PE | Disruptive Ventures LLC Series SP | [2022-07-27] | 0.8 | 1.3 |
| PE | Disruptive Ventures LLC Series TD | [2022-07-27] | 6.3 | 8.9 |
| PE | Disruptive Ventures LLC Series X | [2022-07-27] | 6.8 | 19.2 |
| PE | Disruptive Ventures Remote Revolution LLC Series as | [2022-07-27] | 29.8 | 28.1 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 261 | 24.9 |
| (b) Individuals (high net worth individuals) | 7 | 14.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 17 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 329 | 39.5 |
| By Discretionary | ||
| Discretionary | 329 | 39.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 329 | 39.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 39.5 | |
| Total | 329 | 39.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| John Parmigiani | 21 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Accelerated Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Prestige Wealthwide LLC
✚
|
UT | 0.2 |
|
Viden Arbor Capital LLC
✚
|
MI | 0.2 |
|
The Stone Creek Group LLC
✚
|
CO | 0.2 |
|
V Delima Investments Inc
✚
|
FL | 0.1 |
|
Warren Capital Management Inc
✚
|
SC | 0.1 |
|
Sagent Wealth Management
✚
|
CA | 0.1 |
|
van GORP LLC
✚
|
NY | 0.0 |
|
Symfonie Capital LLC
✚
|
0.0 | |
|
Your Source Financial PLC
✚
|
AZ | 0.0 |