SEC-Registered Investment Adviser
Miller Investment Management, LP
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 31, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- November 19, 1998
- Principal office
- One Tower Bridge, Ste 1400, West Conshohocken, PA 19428-2874
- Organized as
- Limited Partnership, PA
- Fiscal year end
- December
- Other offices
- 1
- Website
- HTTP://WWW.MILLERINV.COM
Scale
- Regulatory AUM
- $7.1B
- Discretionary / non-discretionary
- $1.8B / $5.3B
- Attributable to non-US clients
- $3.3M
- Accounts
- 308
- Clients
- 5
- Employees
- 18, 7 in advisory roles
- Private funds advised
- 12
- Private fund gross assets
- $564.6M
- Fund types
- 1 hedge funds, 8 private equity funds, 2 real estate funds, 1 other private funds
- Funds with Form D records
- 5 issuers in AltStreet's ledger, $149.1M reported sold across them
- Client assets in custody
- $655.0M (20 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting and selection of other advisers
- Compensated by
- a percentage of assets under management, fixed fees and performance-based fees
- Client types
- individuals (other than high net worth) (28); high net worth individuals (127); pooled investment vehicles (18); pension and profit sharing plans; charitable organizations (10)
- Related persons include
- a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (March 31, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.