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| Happy Holidays!! thanks for using AUM13F!! |
| Miller Avenue Advisors LLC
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| CRD # | 313523 |
| SEC # | 801-130114 |
| CIK # | |
| AUM | $186.5 M (2025-03-19) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 415-888-8472 |
| Address | 129 Miller Avenue Mill Valley, CA 94941 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 7.8 |
| (b) Individuals (high net worth individuals) | 51 | 177.8 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.9 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 402 | 186.5 |
| By Discretionary | ||
| Discretionary | 402 | 186.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 402 | 186.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.2 | |
| United States Persons | 172.3 | |
| Total | 402 | 186.5 |
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|---|---|---|
|
Clerou Romain Pierre Walsh
✚
|
0.2 | |
|
Allied Private Wealth
✚
|
FL | 0.2 |
|
Quantitative Strategies Inc
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|
CA | 0.2 |
|
Woodfield Financial Advisors Inc
✚
|
IL | 0.2 |
|
Pingora Partners LLC
✚
|
TX | 0.2 |
|
Royal Capital Wealth Management LLC
✚
|
0.2 | |
|
JM2 Capital Inc
✚
|
OK | 0.2 |
|
Numa Americas Corp
✚
|
FL | 0.2 |
|
Anchor Point Financial LLC
✚
|
CA | 0.2 |
|
UP North Financial LLC
✚
|
MI | 0.2 |