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Miller Investment Management, LP logo

Miller Investment Management, LP

WEST CONSHOHOCKEN, PA

Form ADV and provider website profile · CRD 108380 · regulatory data as of Mar 31, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Miller Investment Management, LP. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$7.1BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
308Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$1.8BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$5.3BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameMILLER INVESTMENT MANAGEMENT, LP

CRD number108380

Firm foundedNot reported

SEC registration dateNov 19, 1998

Employees18

Advisory professionals7

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

ONE TOWER BRIDGE, STE 1400, WEST CONSHOHOCKEN, PA, 19428-2874

610-834-9820

https://www.millerinv.com/

LinkedIn not reported

Firm AUM History (USD)

Source: Form ADV
$7.1B

As of Mar 31, 2026

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth88.6%$6.3B
Other Pooled Vehicles9.0%$638M
Charities2.2%$159M
Individuals0.1%$9M
Retirement Plans0.0%$1M

Percentages and AUM are shown from the same reported Form ADV client-type records.