|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Park Miller LLC
✚
|
|
|---|---|
| CRD # | 146856 |
| SEC # | 801-69027 |
| CIK # | |
| AUM | $288.4 M (2025-06-05) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 925-974-3324 |
| Address | 2121 North California Blvd Walnut Creek, CA 94596 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Park Miller Capital Partners LP | [2013-09-25] | 5.4 | 1.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 10.3 |
| (b) Individuals (high net worth individuals) | 23 | 278.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 215 | 288.4 |
| By Discretionary | ||
| Discretionary | 207 | 288.1 |
| Non-Discretionary | 8 | 0.4 |
| Total | 215 | 288.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 288.4 | |
| Total | 215 | 288.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| John Miller | 179 | ||
| Stuart Park | 1 | ||
| Park Miller LLC | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Black Maple Capital Management LP
✚
|
WI | 0.3 |
|
Boyle Capital Management LLC
✚
|
IA | 0.3 |
|
Buckeye-Pacific LLC
✚
|
IL | 0.3 |
|
RPO LLC
✚
|
CT | 0.3 |
|
Scalar Gauge Management LLC
✚
|
TX | 0.3 |
|
TC43 LLC
✚
|
NY | 0.3 |
|
Southwind Associates of NJ Inc
✚
|
0.3 | |
|
Ekanta Wealth Advisors LLC
✚
|
FL | 0.3 |
|
Private Wealth Group LLC
✚
|
FL | 0.3 |
|
Colliers Securities LLC
✚
|
MN | 0.3 |