West Conshohocken, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Miller Investment Management, Lp
Multi-team
Firm-wide stats for Miller Investment Management, Lp
Clients per advisor
26 Very LowAvg AUM per client
$40,691,135 Very HighHNW client ratio
82% Very HighAbout
Miller Investment Management provides investment advisory and supervisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, foundations, endowments, trusts, business entities and private pooled vehicles. The firm also offers retirement plan consulting and sponsors pooled Private Funds available to qualified investors, in addition to managing separately managed accounts.
Miller’s investment process combines input from an internal Investment Strategy Committee and a Portfolio Management Committee and uses both fundamental and technical analysis to set client allocations, generally with a long-term focus while permitting shorter-term trades and specialized strategies where agreements allow. The firm’s reported assets show a notably large non-discretionary footprint — roughly $1.78 billion managed on a discretionary basis versus about $5.33 billion advised on a non-discretionary basis as of 12/31/2025 — reflecting a mix of advice-centric relationships and delegated pooled-vehicle management.
What is distinctive about Miller is its role as general partner, manager and sponsor of multiple Private Funds that invest in public securities, private equity and real estate and that may charge management and performance-based (carried interest) fees; the brochure discloses that most of these funds are not currently accepting new investors and that the firm will not use discretionary authority to place client accounts into its own funds without written consent. The firm also discloses other potential conflicts — including an employee who is a licensed insurance broker and commissions related to insurance sales (and that the firm’s insurance agency license expired in December 2025) — and describes policies intended to mitigate those conflicts and to govern pooled-vehicle proxy voting.
Based on Miller Investment Management, Lp
Expertise
Based on Miller Investment Management, Lp
Location
One Tower Bridge, Ste 1400
West Conshohocken PA 19428-2874
Advisors at this office
5
Advisors at this office
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