MILLER INVESTMENT MANAGEMENT, LP

CRD

108380

SEC file #

801-56027

EIN

830415144

DBA names

—

Economics

AUM

$7.10B

AUM band

$1B+

AUM trajectory

'20 · $2.44B

'21 · $3.52B

'22 · $4.02B

'23 · $5.50B

'25 · $5.69B

'26 · $7.10B

'20'26

$2.44B → $7.10B▲ +191%

sec adv history

Client mix

Individuals High Net Worth	127
Individuals Other	28
Pooled Investment Vehicles	18
Charitable Organizations	10

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 14 advisors

'21 · 12 advisors

'22 · 11 advisors

'23 · 11 advisors

'25 · 8 advisors

'26 · 7 advisors

'20'26

14 advisors → 7 advisors▼ -50%

sec adv history

Primary office

WEST CONSHOHOCKEN PA

Branches

—

Custodian & Brokerage

Primary custodian

Pershinglow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

millerinv.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

STRATEGIC ADVISORS

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

STRATEGIC ADVISORS

ISAAC, PAUL, JEROME

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

MILLERINV.COM

Rdap Domain Creation Date

2004-07-22T00:53:17Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

Form 5500 Compensation Trajectory 3y

2024

Form 5500 Plan Count Trajectory 3y

2024

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001319736

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2005-02-28

Edgar Last Filing Date

2025-02-21

Edgar Form D Count

Edgar Form D Offerings

2025-02-212025-02-21 · 0000919574-25-001587

2024-02-212024-02-21 · 0000919574-24-001606

Edgar Former Names

Miller Investment Management Fund I L P

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Pershing	16
Wells Fargo	8
E*trade	4
Jpmorgan	2

adv brochure

Edgar Addresses

Mailing

C/O MILLER INVESTMENT MANAGEMENT, LP1 TOWER BRIDGE, 100 FRONT ST, SUITE 1500WEST CONSHOHOCKEN, PA 19428

Business

C/O MILLER INVESTMENT MANAGEMENT, LP1 TOWER BRIDGE, 100 FRONT ST, SUITE 1500WEST CONSHOHOCKEN, PA 19428

Edgar EIN

830415144

Edgar Recent Filings

D/A2025-02-21 · 0000919574-25-001587

D/A2024-02-21 · 0000919574-24-001606

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-07-22T00:53:17Z

Rdap Domain Last Changed

2025-07-22T13:49:16Z

Rdap Nameservers

Ns63.domaincontrol.comNs64.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate