|
⚲
|
| Park Miller LLC
✚
| |
|---|---|
| CRD # | 146856 |
| SEC # | 801-69027 |
| CIK # | |
| AUM | $254.2 MM (2024-06-25) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 925-974-3324 |
| Address | 2121 North California Blvd Walnut Creek, CA 94596 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Park Miller Capital Partners LP | [2013-09-25] | 5.4 | 1.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 8.9 |
| (b) Individuals (high net worth individuals) | 21 | 241.1 |
| (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 | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 189 | 254.2 |
| By Discretionary | ||
| Discretionary | 181 | 254.2 |
| Non-Discretionary | 8 | 0.0 |
| Total | 189 | 254.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 254.2 | |
| Total | 189 | 254.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| John Miller | 176 | ||
| Park Miller LLC | 1 | ||
| Stuart Park | 1 |
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|---|---|---|
|
Colliers Securities LLC
✚
|
MN | 0.3 |
|
Kailasa Capital Management LLC
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|
PA | 0.3 |
|
Chicago Wealth Management Inc
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IL | 0.3 |
|
Forest Hill Capital LLC
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AR | 0.3 |
|
Southwind Associates of NJ Inc
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|
NJ | 0.3 |
|
Nixon Capital LLC
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|
TX | 0.3 |
|
Two Prime LLC
✚
|
NC | 0.2 |
|
ODIN Capital Management LLC
✚
|
FL | 0.2 |
|
JCP Investment Management LLC
✚
|
TX | 0.2 |
|
Bosun Asset Management LLC
✚
|
IL | 0.2 |