MiLLCo Investment Advisor LP (New York)

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.

MiLLCo Investment Advisor: assets under management

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.

Investments

The firm invests in cash and cash equivalents the most. They account for 50% of the total AUM. The second-largest asset type is other assets, which make up 47% of the firm’s portfolio. Investments in non-exchange traded securities form 3% of the total invested assets.

Careers at MiLLCo Investment Advisor LP

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James E. Millstein	Chief executive officer	1 Oct 2017	Other	4270577
Timothy Lawrence Chizak	Chief financial officer	1 Oct 2017	Other	5770308
Carmen Woo	Chief compliance officer	1 Oct 2017	Other	4319560
L.P. Millstein & Co.	Limited partner	1 Oct 2017	75% - 100%	80-0784714
Millco Investment Advisor Gp Llc	General partner	1 Oct 2017	Other	80-0784714

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
James E. Millstein	Member	1 Feb 2012	75% - 100%	4270577
James E. Millstein	Partner	1 Mar 2012	25% - 50%	4270577
Llc Millstein General Partner	Partner	1 Mar 2012	Other	80-0784714

Based in New York

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.