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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Millennial Advisers LLC
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|---|---|
| CRD # | 170847 |
| SEC # | 801-118627 |
| CIK # | |
| AUM | $58.7 M (2025-06-18) |
| Employees | 13 (92% Investors, 77% Brokers) |
| Phone | 646-532-2400 |
| Address | Three World Financial New York, NY 10281 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 258 | 29.9 |
| (b) Individuals (high net worth individuals) | 20 | 28.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 19 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 380 | 58.7 |
| By Discretionary | ||
| Discretionary | 380 | 58.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 380 | 58.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.4 | |
| United States Persons | 55.2 | |
| Total | 380 | 58.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| John Parmigiani | 23 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Stone Creek Group LLC
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|
CO | 0.2 |
|
Chung Wu Investment Group LLC
✚
|
TX | 0.1 |
|
V Delima Investments Inc
✚
|
0.1 | |
|
Sagent Wealth Management
✚
|
CA | 0.1 |
|
Backbone Planning Partners LLC
✚
|
NV | 0.1 |
|
Omega Capital Management LLC
✚
|
NJ | 0.0 |
|
van GORP LLC
✚
|
NY | 0.0 |
|
Symfonie Capital LLC
✚
|
0.0 | |
|
Biechele Royce Advisors Inc
✚
|
IN | 0.0 |
|
Your Source Financial PLC
✚
|
AZ | 0.0 |