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| Happy Holidays!! thanks for using AUM13F!! |
| Miller Global Investments LLC
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| CRD # | 114683 |
| SEC # | 801-113438 |
| CIK # | |
| AUM | $174.4 M (2025-04-21) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 214-272-8504 |
| Address | 5949 Sherry Lane Dallas, TX 75225 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Miller Global Partners LP | 2018-05-15 | 12.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 15.8 |
| (b) Individuals (high net worth individuals) | 49 | 130.5 |
| (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 | 4.2 |
| (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 | 1 | 11.4 |
| (n) Other | 6 | 12.5 |
| Total | 214 | 174.4 |
| By Discretionary | ||
| Discretionary | 214 | 174.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 214 | 174.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.4 | |
| Total | 214 | 174.4 |
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|---|---|---|
|
Grange Capital LLC
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OR | 0.2 |
|
Magnolia Financial Planning Services Inc
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SC | 0.2 |
|
OAC Capital Advisors LLC
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0.2 | |
|
Traub Capital Management LLC
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MA | 0.2 |
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Eliot Rose Wealth Management LLC
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RI | 0.2 |
|
Covey Capital Advisors LLC
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GA | 0.2 |
|
American Asset Management Inc
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|
FL | 0.1 |
|
Bannerstone Capital Management LLC
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|
MN | 0.1 |
|
Live Oak Wealth Advisory Group LLC
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|
TX | 0.1 |
|
Essex Ridge Capital Group LLC
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MO | 0.1 |