MiLLCo Investment Advisor LP is a mid-sized advisory firm based in New York. It manages $29.27 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017.
MiLLCo Investment Advisor provides portfolio management for its parent company. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of MiLLCo Investment Advisor LP is $29.27 million. The company doesn't manage any assets belonging to foreign clients.
The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Timothy Lawrence Chizak joined the executive team most recently as the Chief Financial Officer.
The principal office where MiLLCo Investment Advisor LP performs its advisory services is located at 555 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-416-5800 or by fax 646-559-2394. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.