|
⚲
|
| Keyboard |
| Miller Investment Management LP
✚
|
|
|---|---|
| CRD # | 108380 |
| SEC # | 801-56027 |
| CIK # | 0001762790, 0001407382 |
| AUM | 7,104.9 M (2026-03-31) |
| Employees | 18 (39% Investors, 6% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-834-9820 |
| Address | One Tower Bridge, Ste 1400 West Conshohocken, PA 19428-2874 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Facebook Inc | 33.1 | |
| Alphabet Inc | 25.3 | |
| Microsoft Corp | 13.3 | |
| Amazon Com Inc | 10.9 | |
| United Rentals Inc /DE | 8.5 | |
| Cardinal Health Inc | 5.0 | |
| J P Morgan Chase & Co | 3.4 | |
| Johnson & Johnson | 3.1 | |
| PNC Financial Services Group Inc | 2.6 | |
| Emerson Electric Co | 2.5 |
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Miller Consumer Capital LP | [2022-03-30] | 28.1 M | 18.9 M |
| Filed 2025-11-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Bighorn Consumer Partners LP | [2017-03-30] | 15.0 M | 73.4 M |
| Filed 2016-09-28 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Miller Real Estate Fund II LP | [2016-03-29] | 80.0 M | 45.1 M |
| Offered $100,000,000 · Filed 2014-11-05 (D/A) · Exemption 506(b) · Minimum $1,000,000 · Remaining $20,000,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Mim-Hayden Real Estate Fund I LP | [2016-03-29] | 108.3 M | 0.6 M |
| Offered $150,000,000 · Filed 2011-04-13 (D/A) · Exemption 506 · Minimum $50,000 · Remaining $41,675,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Bighorn Capital Partners II LP | [2013-03-26] | 41.9 M | 64.4 M |
| Filed 2021-03-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Big Horn Acquisition LP | [2012-03-29] | 15.0 M | 5.7 M |
| Offered $15,000,000 · Filed 2009-07-28 (D) · Exemption 506, 3(c), 3(c)(1) · Duration One year or less · Net Assets Decline to Disclose | ||||
| HF | Bighorn Capital Partners LP | [2012-03-29] | 6.7 M | 15.7 M |
| Filed 2025-09-26 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Big Horn FGH II LP | [2012-03-29] | 10.3 M | 114.2 M |
| Offered $15,350,000 · Filed 2009-07-28 (D) · Exemption 506, 3(c), 3(c)(1) · Remaining $5,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Big Horn II LP | [2012-03-29] | 2.7 M | 1.5 M |
| Offered $2,700,000 · Filed 2009-07-28 (D) · Exemption 506, 3(c), 3(c)(1) · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Big Horn LP | [2012-03-29] | 15.2 M | 163.3 M |
| Offered $15,150,000 · Filed 2009-07-28 (D) · Exemption 506, 3(c), 3(c)(1) · Duration One year or less · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 0.0 |
| (b) Individuals (high net worth individuals) | 127 | 6.3 |
| (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 | 18 | 0.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 0.2 |
| (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 | 308 | 7.1 |
| By Discretionary | ||
| Discretionary | 217 | 1.8 |
| Non-Discretionary | 91 | 5.3 |
| Total | 308 | 7.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.1 | |
| Total | 308 | 7.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Scott Miller | Executive Officer | 62 | 3 | |
| Miller Investment Management LLC | Executive Officer | 4 | 3 | |
| H Miller | Executive Officer | 18 | 2 | |
| Henry Miller | Executive Officer | 8 | 2 | |
| Anthony Hayden | Executive Officer | 6 | 2 | |
| Miller Investment Management LP | Executive Officer | 5 | 2 | |
| J Hayden | Executive Officer | 4 | 2 | |
| Joseph Linaugh | Executive Officer | 4 | 2 | |
| Miller Real Estate GP II LLC | Executive Officer | 1 | 1 | |
| Radcliffe Hastings | Executive Officer | 1 | 1 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001407382] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.1B |
| Clients | 5 (1 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| LEI | 254900QZ30ZH9YAXQE61 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Battery Global Advisors LLC
✚
|
MA | 8,374.3 M |
|
Chilton Investment Services LLC
✚
|
CT | 8,150.1 M |
|
ICG Advisors LLC
✚
|
CA | 7,923.3 M |
|
Fiduciary Trust International LLC
✚
|
MA | 7,670.6 M |
|
Stamos Capital Partners LP
✚
|
CA | 7,636.5 M |
|
The Bollard Group LLC
✚
|
MA | 6,724.6 M |
|
Beck Mack & Oliver LLC
✚
|
NY | 6,180.8 M |
|
EJF Capital LP
✚
|
VA | 6,101.3 M |
|
Sepio Capital LP
✚
|
UT | 5,641.2 M |
|
Allegheny Financial Group
✚
|
PA | 5,593.6 M |