Miller Investment Management, LP
WEST CONSHOHOCKEN, PA
Form ADV and provider website profile · CRD 108380 · regulatory data as of Mar 31, 2026
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.
$7.1BTotal Firm AUM
$1.8BDiscretionary AUM
$5.3BNon-discretionary AUM
308Total accounts
217Discretionary accounts
91Non-discretionary accounts
Client Mix by Firm AUM
$7.1BFirm AUM
High-Net-Worth88.6%
Other Pooled Vehicles9.0%
Charities2.2%
Individuals0.1%
Retirement Plans0.0%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth88.6%
127 clients$6.3B firm assets
Other Pooled Vehicles9.0%
18 clients$638M firm assets
Charities2.2%
10 clients$159M firm assets
Individuals0.1%
28 clients$9M firm assets
Retirement Plans0.0%
0 clients$1M firm assets
Reported total183 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $6.3B | 127 | 88.6% |
| Other Pooled Vehicles | $638M | 18 | 9.0% |
| Charities | $159M | 10 | 2.2% |
| Individuals | $9M | 28 | 0.1% |
| Retirement Plans | $1M | 0 | 0.0% |
| Reported total | $7.1B | 183 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…