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| Millennium Investment Services
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|---|---|
| CRD # | 108744 |
| SEC # | 801-57394 |
| CIK # | |
| AUM | 153.9 M (2026-03-13) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 818-902-5544 |
| Address | 16217 Kittridge Street van Nuys, CA 91406 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | FX/Eq Ventures LP | [2021-09-03] | 4.7 M | 4.1 M |
| Filed 2024-09-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | MIS Equity Strategies LP | [2016-01-29] | 17.2 M | 11.2 M |
| Filed 2020-02-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 10.5 |
| (b) Individuals (high net worth individuals) | 72 | 119.8 |
| (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 | 2 | 15.3 |
| (g) Pension and profit sharing plans | 11 | 6.2 |
| (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 | 5 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 227 | 153.9 |
| By Discretionary | ||
| Discretionary | 198 | 146.8 |
| Non-Discretionary | 29 | 7.1 |
| Total | 227 | 153.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 153.2 | |
| Total | 227 | 153.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Anthony Reed | Executive Officer | 4 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Nitor Capital Management LLC
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|
NJ | 158.6 M |
|
Settian Capital LP
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|
FL | 156.5 M |
|
Brandywine Asset Management Inc
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PA | 156.0 M |
|
Lipper Advisory Services Inc
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|
155.8 M | |
|
Quish & Co LLC
✚
|
CO | 154.2 M |
|
Winchester Asset Management LLC
✚
|
IL | 154.0 M |
|
Livian & Co LLC
✚
|
NY | 152.9 M |
|
Santiago Capital LLC
✚
|
152.7 M | |
|
Markin Asset Management LP
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|
152.5 M | |
|
Red Crane Wealth Management LLC
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|
CA | 151.6 M |