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| Miller Global Investments LLC
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|
|---|---|
| CRD # | 114683 |
| SEC # | 801-113438 |
| CIK # | |
| AUM | $152.0 MM (2023-03-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 214-272-8504 |
| Address | 5949 Sherry Lane Dallas, TX 75225 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Miller Global Partners LP | 2018-05-15 | 12.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 12.0 |
| (b) Individuals (high net worth individuals) | 50 | 106.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 3.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 10.1 |
| (n) Other | 7 | 20.2 |
| Total | 184 | 152.0 |
| By Discretionary | ||
| Discretionary | 184 | 152.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 184 | 152.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.0 | |
| Total | 184 | 152.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cavan Capital Management LLC
✚
|
IL | 0.2 |
|
Lakewood Asset Management LLC
✚
|
IL | 0.2 |
|
South Shore Capital Advisors LLC
✚
|
MA | 0.2 |
|
Magnolia Financial Planning Services Inc
✚
|
SC | 0.2 |
|
Traub Capital Management LLC
✚
|
MA | 0.1 |
|
American Asset Management Inc
✚
|
FL | 0.1 |
|
Essex Ridge Capital Group LLC
✚
|
MO | 0.1 |
|
Grange Capital LLC
✚
|
OR | 0.1 |
|
Eliot Rose Wealth Management LLC
✚
|
RI | 0.1 |
|
Snow Financial Management LLC
✚
|
NY | 0.1 |