Domestic entity
EntityMILLER INVESTMENT MANAGEMENT, LLCStatusSOLE MEMBERReported since10/2001Ownership75% or moreControl personYes
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 07/1998
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/1998
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 25% but less than 50%
- Reported since
- 08/2001
- Type
- Individual
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 07/1998
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/2018
- Type
- Domestic entity
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 07/2021
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 09/2022
- Type
- Domestic entity
- Control person
- No
- Ownership
- 5% but less than 10%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Llc Miller Investment Management | General Partner | 07/1998 | Domestic entity | Yes | Less than 5% |
| Inc. Strategic Advisors International | Limited Partner | 07/1998 | Domestic entity | Yes | 25% but less than 50% |
| Paul Jerome Isaac | Limited Partner | 08/2001 | Individual | No | 5% but less than 10% |
| Henry Scott Miller | Managing Partner | 07/1998 | Individual | Yes | Less than 5% |
| Jr. Gst Tet Dated 6/25/1985 Paul F Miller | Limited Partner | 07/2018 | Domestic entity | No | 5% but less than 10% |
| Christine M Dostillio | Chief Compliance Officer, Chief Financial Officer | 07/2021 | Individual | No | Less than 5% |
| Lp Sujoda Investments | Limited Partner | 09/2022 | Domestic entity | No | 5% but less than 10% |
Indirect Ownership
Source: Form ADVIndividual
EntitySTRATEGIC ADVISORS INTERNATIONAL, INC.StatusSHAREHOLDERReported since07/1996Ownership75% or moreControl personYes
Owners & Executives
Source: Form ADVHS
Henry Scott Miller
Managing Partner
CM
Christine M Dostillio
Chief Compliance Officer, Chief Financial Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives7
Indirect ownership records2
Regulatory statusSEC registered investment adviser
SEC registration dateNov 19, 1998
CRD number108380