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| Miller Investment Management LP
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|
|---|---|
| CRD # | 108380 |
| SEC # | 801-56027 |
| CIK # | 0001407382 |
| AUM | $5.1 BB (2023-03-31) |
| Employees | 21 (43% Investors, 5% Brokers) |
| Phone | 610-834-9820 |
| Address | One Tower Bridge, Ste 1500 West Conshohocken, PA 19428-2874 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LEN | 20,607.5 | 8.4 | |
| DHI | 23,191.8 | 8.3 | |
| NVR | 12,998.5 | 7.9 | |
| GOOGL | 1,475,138.5 | 6.1 | |
| CNC | 49,323.5 | 6.0 | |
| URI | 17,758.9 | 5.3 | |
| MSFT | 1,918,222.4 | 3.4 | |
| JNJ | 465,600.2 | 3.3 | |
| UPS | 157,208.0 | 3.3 | |
| PNC | 66,069.5 | 2.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Miller Consumer Capital LP | [2022-03-30] | 28.1 | 28.0 |
| PE | Bighorn Consumer Partners LP | [2017-03-30] | 15.0 | 39.1 |
| RE | Miller Real Estate Fund II LP | [2016-03-29] | 80.0 | 96.8 |
| RE | Mim-Hayden Real Estate Fund I LP | [2016-03-29] | 108.3 | 0.6 |
| PE | Bighorn Capital Partners II LP | [2013-03-26] | 41.9 | 36.4 |
| RE | Big Horn Acquisition LP | [2012-03-29] | 15.0 | 3.8 |
| HF | Bighorn Capital Partners LP | [2012-03-29] | 6.7 | 15.7 |
| PE | Big Horn FGH II LP | [2012-03-29] | 10.3 | 168.5 |
| PE | Big Horn II LP | [2012-03-29] | 2.7 | 1.6 |
| PE | Big Horn LP | [2012-03-29] | 15.2 | 241.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 0.2 |
| (b) Individuals (high net worth individuals) | 141 | 2.3 |
| (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 | 25 | 2.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 0.1 |
| (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 | 281 | 5.1 |
| By Discretionary | ||
| Discretionary | 206 | 1.7 |
| Non-Discretionary | 75 | 3.4 |
| Total | 281 | 5.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.1 | |
| Total | 281 | 5.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 | |
|---|---|---|---|---|
| Scott Miller | 55 | |||
| Miller Investment Management LLC | 4 | |||
| H Miller | 18 | |||
| Henry Miller | 8 | |||
| Anthony Hayden | 5 | |||
| Miller Investment Management LP | 5 | |||
| Joseph Linaugh | 4 | |||
| J Hayden | 4 | |||
| Miller Consumer Capital GP LLC | 1 | |||
| Strategic Advisors International Inc | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001407382] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BMO Family Office LLC
✚
|
IL | 5.8 |
|
RGT Wealth Advisors LLC
✚
|
TX | 5.8 |
|
Stamos Capital Partners LP
✚
|
CA | 5.6 |
|
Zeke Capital Advisors LLC
✚
|
PA | 5.6 |
|
Fiduciary Trust International LLC
✚
|
MA | 5.2 |
|
The Bollard Group LLC
✚
|
MA | 5.2 |
|
Sepio Capital LP
✚
|
UT | 5.1 |
|
CAZ Investments LP
✚
|
TX | 5.0 |
|
Geller Advisors LLC
✚
|
NY | 5.0 |
|
Standard Investments LLC
✚
|
NY | 4.6 |