Millennia Global Investors, LLC

RIASEC RegisteredEst. 2026
Total AUM
$516M
Discretionary
$516M
100% of AUM
Avg account
$23.5M
Accounts
22
Employees
6
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
322761
Registered since
June 23, 2026
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Millennia Global Investors, LLC is a privately held limited liability company that manages pooled investment vehicles with an institutional client focus. The firm is registered with the SEC (registration year listed as 2026) and positions itself as a manager of private funds, primarily in private equity and venture capital strategies. It serves as sponsor, general partner and managing member on its vehicles rather than acting as an external capital allocator. Compensation across its products includes percentage-of-AUM fees, fixed fees and performance-based fees. Millennia does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Joe Zhao

    Joe Zhao

    Managing PartnerCRD 5753011

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1001 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth