MILLENNIAL ADVISERS, LLC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 170847
- Registered since
- May 1, 2020
- Website
- www.ouradvisers.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC, STONEX FINANCIAL INC.
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles74.04%
- Individuals15.76%
- HNWI10.2%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Millennial Advisers, LLC is a fee-based registered advisory firm that combines separate account management with an active private fund business. The firm runs discretionary portfolios for individuals, small businesses and pooled vehicles, and acts as sponsor/GP and managing member on its own pooled investment products. Its public-facing strategy emphasizes exchange-traded equities within separately managed accounts, while its private side centers on private equity funds. Millennial Advisers charges a percentage-of-AUM fee and primarily serves individual & family and institutional clients. The firm does not position itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents13%
- US Government Bonds4%
- State & Local Bonds4%
Owners & executives
1 of 1JOHN PARMIGIANI
CEOCRD 2800410
Contacts
3 of 12SCOTT JOHNSON
Risk OfficerCRD 5817734
SPIROS STEFANATOS
Registered RepresentativeCRD 5937953
LUIGI VULTAGGIO
Financial AdvisorCRD 4761381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 3 World Financial Ctr
- Time zone
- ET (UTC-5)
- Office locations
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