The MILLENNIAL ADVISERS is a privately held investment adviser that advises $342.82mn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. MILLENNIAL ADVISERS is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 839.19% over the last 5-years.
The Group has been registered with the SEC for 6.25 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at THREE WORLD FINANCIAL 200 VESEY STREET 24TH FLOOR, NEW YORK, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 14 employees comprised of 12 investment and 2 non-investment staff. The total number of Employees remained the same over the last few years.
Their $342.82mn in assets advised are owned by 20 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $254.72mn or 74.3% of Total Assets and Individuals own $53.47mn or 15.6% of Total Assets.
The Group's top investment strategies include Early Stage, Multi Strat and Traditional LBO, representing 86.28%, 7.01% and 6.71% of total assets, respectively.
They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
MILLENNIAL ADVISERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.