Miltonian Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$44,934,336
Clients
26
Advisors
1
of 2 employees
About
Miltonian Capital Management provides investment advisory and supervisory services to individuals, trusts, estates, charitable organizations and other business entities, and also offers financial planning and separate consulting services. The firm typically manages client portfolios on a discretionary basis while client assets remain with third‑party custodians, and clients receive regular statements from both the custodian and the firm's reporting system.
The firm's investment approach emphasizes long‑term value through fundamental analysis, seeking securities it deems undervalued across equities, fixed income, currencies, commodities and derivatives. Implementation reflects that valuation focus: the firm may delay deploying cash while awaiting perceived entry points and uses trade aggregation and occasional cross‑trades when appropriate.
Noteworthy aspects include acting as a sub‑advisor to other registered advisers and maintaining written solicitor referral arrangements in which introducers are compensated from the firm’s management fees and disclosures are provided to clients. Senior personnel combine legal and business credentials with prior institutional and international quantitative operations experience, and the firm maintains formal compliance and reporting processes to support its operational practices.
Client services
Expertise
Fee options
$0+: 1.50% +: 0.65%
$100.00 per hour
Account minimum: $500,000
Main office
Los Olivos CA
Advisors at this office
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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