The MILLER INVESTMENT MANAGEMENT, LP is a privately held investment adviser that advises $7.1Bn in regulatory assets under management held in 4 SEC fund types across 2 investment strategies. MILLER INVESTMENT MANAGEMENT, LP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 76.55% over the last 5-years.
The Group has been registered with the SEC for 27.72 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at ONE TOWER BRIDGE, STE 1400, W. CONSHOHOCKEN, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 18 employees comprised of 7 investment and 11 non-investment staff. The total number of Employees decreased by 18.18% over the last 5-years.
Their $7.1Bn in assets advised are owned by 18 private funds, 0 public funds and BDCs and 10 other accounts. Assets of High Net Worth Individuals clients own $6.3Bn or 88.64% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $637.76mn or 8.98% of Total Assets.
The Group's top investment strategies include Traditional LBO and Real Estate, representing 92.01% and 7.99% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 4 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 10 private funds with $548.29mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
MILLER INVESTMENT MANAGEMENT, LP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.