MILLENNIUM TVP MANAGEMENT CO., LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BELGRADE, Montana
CRD number
159536
Registered since
March 31, 2026

Firm profile

FINTRX

Overview

Millennium Tvp Management Co, LLC operates as a small, manager-led adviser and sponsor that concentrates capital into private funds while maintaining a measured public equities sleeve. The firm’s activity centers on direct private fund management—serving as a general partner and managing member of pooled vehicles—and selective equity positions reported on 13-F filings. Its public equity holdings are concentrated: six positions make up roughly $93.1M of reported 13‑F assets, suggesting the firm favors a few high‑conviction public names rather than broad diversification. Investment preferences tilt toward private markets and growth-oriented opportunities. The firm sponsors private equity and venture capital vehicles that account for the bulk of its assets, and it lists allocations to real estate and digital currency as part of its alternative toolkit. Millennium Tvp’s structure and fund mix point to a capital allocator that combines fund GP responsibilities with targeted public equity stakes to complement private holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JONATHAN GLASS

    CFOCRD 6008932

Contacts

2 of 2
  • DANIEL BURSTEIN

    Co-FounderCRD 6008936

  • SAMUEL SCHWERIN

    Founder & Managing PartnerCRD 4037136

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BELGRADE, MT

GALLATIN

Location

BELGRADE, MT

Headquartered in BELGRADE, MT, in the West of the United States.

Region
West
County
GALLATIN
Address
274 Aviation Ln
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth