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| Miller Investment Management LP
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|---|---|
| CRD # | 108380 |
| SEC # | 801-56027 |
| CIK # | 0001762790, 0001407382 |
| AUM | $7.1 B (2026-03-31) |
| Employees | 18 (39% Investors, 6% Brokers) |
| Phone | 610-834-9820 |
| Address | One Tower Bridge, Ste 1400 West Conshohocken, PA 19428-2874 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($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 ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Miller Consumer Capital LP | [2022-03-30] | 28.1 | 18.9 |
| PE | Bighorn Consumer Partners LP | [2017-03-30] | 15.0 | 73.4 |
| RE | Miller Real Estate Fund II LP | [2016-03-29] | 80.0 | 45.1 |
| 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 | 64.4 |
| RE | Big Horn Acquisition LP | [2012-03-29] | 15.0 | 5.7 |
| HF | Bighorn Capital Partners LP | [2012-03-29] | 6.7 | 15.7 |
| PE | Big Horn FGH II LP | [2012-03-29] | 10.3 | 114.2 |
| PE | Big Horn II LP | [2012-03-29] | 2.7 | 1.5 |
| PE | Big Horn LP | [2012-03-29] | 15.2 | 163.3 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 0.0 |
| (b) Individuals (high net worth individuals) | 127 | 6.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 18 | 0.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 308 | 7.1 |
| By Discretionary | ||
| Discretionary | 217 | 1.8 |
| Non-Discretionary | 91 | 5.3 |
| Total | 308 | 7.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.1 | |
| Total | 308 | 7.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Scott Miller | 62 | 3 | ||
| Miller Investment Management LLC | 4 | 3 | ||
| H Miller | 18 | 2 | ||
| Henry Miller | 8 | 2 | ||
| Anthony Hayden | 6 | 2 | ||
| Miller Investment Management LP | 5 | 2 | ||
| Joseph Linaugh | 4 | 2 | ||
| J Hayden | 4 | 2 | ||
| MIM Management LP | 1 | 1 | ||
| Strategic Advisors International Inc | 1 | 1 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001407382] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Battery Global Advisors LLC
✚
|
MA | 8.4 |
|
Chilton Investment Services LLC
✚
|
CT | 8.2 |
|
ICG Advisors LLC
✚
|
CA | 7.9 |
|
Fiduciary Trust International LLC
✚
|
MA | 7.7 |
|
Stamos Capital Partners LP
✚
|
CA | 7.6 |
|
The Bollard Group LLC
✚
|
MA | 6.7 |
|
Beck Mack & Oliver LLC
✚
|
NY | 6.2 |
|
EJF Capital LP
✚
|
VA | 6.1 |
|
Sepio Capital LP
✚
|
UT | 5.6 |
|
Allegheny Financial Group
✚
|
PA | 5.6 |