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MILLER INVESTMENT MANAGEMENT, LP
CRD 108380File 801-56027
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$7.10B
Top 25% of cohort (national)
Discretionary AUM
$1.78B
Non-discretionary $5.33B
Clients
183
308 accounts
Employees
18
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 19, 1998
- Principal office
- ONE TOWER BRIDGE, STE 1400, WEST CONSHOHOCKEN, PA, 19428-2874
- Phone
- 610-834-9820
- Website
- HTTP://WWW.MILLERINV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.10B
- Discretionary AUM
- $1.78B
- Non-discretionary AUM
- $5.33B
- Discretionary accounts
- 217
- Non-discretionary accounts
- 91
- Total accounts
- 308
- AUM per client
- $38.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 10 | $158.9M |
| High net worth individuals | 127 | $6.30B |
| Pooled investment vehicles | 18 | $637.8M |
| Pension and profit sharing plans | Fewer than 5 | $1.1M |
| Individuals (other than high net worth individuals) | 28 | $9.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.