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| Miller Howard Investments Inc
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| |
|---|---|
| CRD # | 105800 |
| SEC # | 801-28170 |
| CIK # | 0001526997, 0000903947 |
| AUM | $3.2 BB (2024-03-28) |
| Employees | 34 (35% Investors, 24% Brokers) |
| Phone | 845-679-9166 |
| Address | 45 Pine Grove Ave Kingston, NY 12401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MPLX | 29.8 | 0.1 | |
| ET | 31.9 | 0.1 | |
| EPD | 54.0 | 0.1 | |
| ABBV | 269.5 | 0.1 | |
| GS | 102.9 | 0.1 | |
| GILD | 78.0 | 0.1 | |
| KO | 270.0 | 0.1 | |
| ORI | 6.8 | 0.1 | |
| JNJ | 465.6 | 0.1 | |
| JEF | 6.8 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,937 | 0.5 |
| (b) Individuals (high net worth individuals) | 106 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 5 | 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 | 101 | 0.2 |
| (n) Other | 61 | 1.9 |
| Total | 2,253 | 3.2 |
| By Discretionary | ||
| Discretionary | 2,214 | 2.9 |
| Non-Discretionary | 39 | 0.3 |
| Total | 2,253 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 2,253 | 3.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000903947] | |
| 3 | [0001526997] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Miller/Howard High Income Equity Fund | |
| Miller/Howard Investments, Inc. |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Miller Howard Investments Inc
✚
|
NY | 3.2 |
|
MHI Funds LLC
✚
|
NY | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Verdence Capital Advisors LLC
✚
|
MD | 3.3 |
|
American Capital Management Inc
✚
|
NY | 3.3 |
|
Ulrich Consulting and Investment Group LLC
✚
|
NM | 3.3 |
|
Brick Capital Management Inc
✚
|
MI | 3.3 |
|
Schwartz Investment Counsel Inc
✚
|
MI | 3.3 |
|
Burnham Gibson Wealth Advisors LLC
✚
|
CA | 3.2 |
|
Foster Group Inc
✚
|
IA | 3.2 |
|
LaSalle Investment Management Securities LLC
✚
|
MD | 3.2 |
|
Tandem Investment Advisors Inc
✚
|
SC | 3.2 |
|
Lindbrook Capital LLC
✚
|
CA | 3.2 |