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MILLENNIA GLOBAL INVESTORS, LLC

Legal name: MILLENNIA GLOBAL INVESTORS LLC

CRD 322761File 801-136542
APPROVED
Filing as of May 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$516.0M
Above cohort median (national)
Discretionary AUM
$516.0M
Clients
22
22 accounts
Employees
6
Below cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jun 23, 2026
Principal office
1001 AVENUE OF THE AMERICAS, SUITE 1101, NEW YORK, NY, 10018
Phone
(408) 636-3782

Assets & accounts

ADV Item 5F
Total regulatory AUM
$516.0M
Discretionary AUM
$516.0M
Non-discretionary AUM
$0
Discretionary accounts
22
Non-discretionary accounts
0
Total accounts
22
AUM per client
$23.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles22$516.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.