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| Happy Holidays!! thanks for using AUM13F!! |
| Miller Investment Management LP
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| CRD # | 108380 |
| SEC # | 801-56027 |
| CIK # | 0001407382, 0001762790 |
| AUM | $5.7 B (2025-03-31) |
| Employees | 19 (42% Investors, 5% Brokers) |
| Phone | 610-834-9820 |
| Address | One Tower Bridge, Ste 1400 West Conshohocken, PA 19428-2874 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 45.1 | ||
| Microsoft Corp | 16.6 | ||
| Alphabet Inc | 16.4 | ||
| NVR Inc | 11.6 | ||
| Horton D R Inc /DE/ | 11.2 | ||
| Lennar Corp /New/ | 10.9 | ||
| Amazon Com Inc | 10.7 | ||
| United Rentals Inc /DE | 9.1 | ||
| J P Morgan Chase & Co | 5.5 | ||
| Wal Mart Stores Inc | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Miller Consumer Capital LP | [2022-03-30] | 28.1 | 32.2 |
| PE | Bighorn Consumer Partners LP | [2017-03-30] | 15.0 | 75.3 |
| RE | Miller Real Estate Fund II LP | [2016-03-29] | 80.0 | 56.4 |
| 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 | 72.0 |
| RE | Big Horn Acquisition LP | [2012-03-29] | 15.0 | 4.8 |
| HF | Bighorn Capital Partners LP | [2012-03-29] | 6.7 | 8.7 |
| PE | Big Horn FGH II LP | [2012-03-29] | 10.3 | 157.0 |
| PE | Big Horn II LP | [2012-03-29] | 2.7 | 1.5 |
| PE | Big Horn LP | [2012-03-29] | 15.2 | 224.6 |
| PE | Big Horn MIM FGH II LP | [2012-03-29] | 10.3 | 15.1 |
| RE | Big Horn RE 1 LP | [2012-03-29] | 27.2 | 0.2 |
| PE | Geronimo Holdings LP | [2012-03-29] | 4.8 | 76.2 |
| Other | Miller Investment Management Fund I LP | 2012-03-29 | 21.8 |
| 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) | 129 | 2.7 |
| (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 | 21 | 2.9 |
| (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 | 307 | 5.7 |
| By Discretionary | ||
| Discretionary | 206 | 1.8 |
| Non-Discretionary | 101 | 3.9 |
| Total | 307 | 5.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.7 | |
| Total | 307 | 5.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Scott Miller | 62 | |||
| Miller Investment Management LLC | 4 | |||
| H Miller | 18 | |||
| Henry Miller | 8 | |||
| Anthony Hayden | 6 | |||
| Miller Investment Management LP | 5 | |||
| Joseph Linaugh | 4 | |||
| J Hayden | 4 | |||
| MIM Management LP | 1 | |||
| Strategic Advisors International Inc | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001407382] |
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|---|---|---|
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Beck Mack & Oliver LLC
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NY | 5.9 |
|
Lowe Brockenbrough & Company Inc
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|
VA | 5.4 |
|
Standard Investments LLC
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|
NY | 5.2 |
|
Allegheny Financial Group
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|
PA | 4.9 |