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MILLENNIAL ADVISERS, LLC.
CRD 170847File 801-118627
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$339.4M
Below cohort median (national)
Discretionary AUM
$339.4M
Clients
363
449 accounts
Employees
14
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 1, 2020
- Principal office
- THREE WORLD FINANCIAL, 200 VESEY STREET 24TH FLOOR, NEW YORK, NY, 10281
- Phone
- 646-532-2400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $339.4M
- Discretionary AUM
- $339.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 449
- Non-discretionary accounts
- 0
- Total accounts
- 449
- AUM per client
- $935K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 18 | $34.6M |
| Pooled investment vehicles | 20 | $251.3M |
| Individuals (other than high net worth individuals) | 325 | $53.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11D1
- Q11D4
- Q11E2
- Q11E4
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.