A complete list of active advisors currently associated with Mills Value Adviser Inc

Warmer can help you find a great advisor at Mills Value Adviser Inc or one who fits your needs even better.

Mills Value Adviser, Inc. is a small, independent advisory firm that provides discretionary portfolio management for individual retail clients and operates a limited partnership private fund for accredited investors, along with a small number of corporate or institutional clients. The firm also manages affiliated real estate entities through Mills Management I and II and does not participate in wrap fee programs. The firm’s investment approach for its Mad River Macro Fund is quantitative and macro-oriented, combining a long-term core of S&P 500 companies deemed undervalued on a productive-asset basis with shorter-term trading in leveraged index funds, sector exposures, commodities, Treasuries, VIX futures and individual equities; individual accounts employ a similar core-plus-trading strategy. Strategies use leverage and frequent trading, accounts are monitored regularly by the sole portfolio manager, and the firm executes and custodies trades through a mix of brokers and custodians including SA Stone/Stone X, Interactive Brokers and ProFunds. What distinguishes Mills Value Adviser from many solo independent advisers is that it serves pooled investment vehicles and acts as general partner and private fund adviser, charging performance-based fees for its fund and being deemed to have custody of fund assets; the firm also disclosed recent material changes, including winding down two prior funds. The adviser reports personal investments alongside client accounts, may use side letters and referral commission arrangements for the fund, and the principal’s additional real estate business activities create potential conflicts of interest that prospective clients should review in the brochure.

To learn more about the advisors currently working at Mills Value Adviser Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.