MILLER INVESTMENT MANAGEMENT, LP

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Miller Investment Management is based out of West Conshohocken. Miller Investment Management is a large advisory firm with 183 clients and discretionary assets under management (AUM) of $1,426,107,719 (Form ADV from 2018-09-01). Their last reported 13F filing for Q3 2019 included $439,728,000 in managed 13F securities and a top 10 holdings concentration of 81.78%. Miller Investment Management's largest holding is SPDR S&P 500 ETF Trust with shares held of 506,763. Miller Investment Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 44 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $439.728 Million
  • Prior Market Value $437.794 Million
  • New Purchases2 stocks
  • Additional Purchases5 stocks
  • Sold out of2 stocks
  • Reduced holdings in12 stocks
  • Top 10 Holdings % 81.78 %
  • Turnover % [1]:5.19%
  • Turnover Alt % [2]: 5.62 %
  • Time Held Top20:9.55 quarters
  • Time Held Top10:7.40 quarters
  • Time Held All:17.87 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 12.0%
Performance Last 4 Quarters: 10.47%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR/A (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR/A (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MILLER INVESTMENT MANAGEMENT, LP
Classified as Hedge Fund
ONE TOWER BRIDGE, STE 1500
WEST CONSHOHOCKEN PA    19428-2874
Country: United States

Business Phone: 610-834-9820
Fax: 610-834-9824
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Partnership
Organized in: PA
Number of employees: 26
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities: 409,881,000
Total Number of Clients: 183
Amount of client funds and securities by related persons: 628,754
Total Number of clients from related persons: 1
Disclosures:
Data above was derived from SEC filings.

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MILLER INVESTMENT MANAGEMENT, LP

ownership team - last updated 2019-05-01
Name Title Start Date Direct/Indirect % Ownership
MILLER INVESTMENT MANAGEMENT, LLC GENERAL PARTNER 07/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
STRATEGIC CAPITAL ADVISORS, L.P. GENERAL PARTNER direct 1998-07-01
STRATEGIC ADVISORS INTERNATIONAL, INC. LIMITED PARTNER 07/01/1998 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 1998-07-01
MILLER INVESTMENT MANAGEMENT, LP SOLE MEMBER indirect 2001-10-01
STRATEGIC CAPITAL ADVISORS, L.P. LIKITED PARTNER direct 1998-07-01 2001-03-26
STRATEGIC CAPITAL ADVISORS, L.P. GENERAL PARTNER indirect 1996-07-01 2002-01-02
STRATEGIC CAPITAL ADVISORS, L.P. SOLE MEMBER indirect 2001-10-01 2005-09-12
ISAAC, PAUL, JEROME LIMITED PARTNER 08/01/2001 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CADOGAN MANAGEMENT, L.L.C. CHIEF INVESTMENT OFFICER/MEMBER direct 2000-11-01
ARBITER PARTNERS CAPITAL MANAGEMENT, LLC PRESIDENT AND MANAGING MEMBER OF BROKEN CLOCK MANGEMENT, L.L.C. direct 2001-04-01
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2001-08-01
ARBITER PARTNERS CAPITAL MANAGEMENT, LLC PRESIDENT, MANAGING MEMBER, AND CIO OF ARBITER PARTNERS CAPITAL MANAGEMENT, LLC direct 2007-01-01
TRIMTABS ASSET MANAGEMENT, LLC MEMBER direct 2011-05-01
CADOGAN MANAGEMENT, L.L.C. CHIEF INVESTMENT OFFICER / MEMBER direct 2000-11-01 2009-05-22
FORT HOOSAC MANAGEMENT, LLC CEO, CIO & MANAGING MEMBER direct 2007-01-01 2012-03-30
FORT HOOSAC MANAGEMENT, LLC PRESIDENT, MANAGING MEMBER, AND CIO OF FORT HOOSAC MANAGEMENT, LLC direct 2007-01-01 2014-03-25
MILLER, HENRY, SCOTT MANAGING PARTNER 07/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP SHAREHOLDER indirect 1996-07-01
MILLER INVESTMENT MANAGEMENT, LP MANAGING PARTNER direct 1998-07-01
STRATEGIC CAPITAL ADVISORS, L.P. SHAREHOLDER indirect 1996-07-01 2002-01-02
MILLER, PAUL, FETTEROLF LIMITED PARTNER 10/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
STRATEGIC CAPITAL ADVISORS, L.P. LIMITED PARTNER direct 2002-10-01
EVANS, ELWYN CHIEF COMPLIANCE OFFICER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER direct 2006-03-01
KIM, SUSAN, Y LIMITED PARTNER 09/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2008-09-01
ADONDO CORPORATION SHAREHOLDER direct 2010-01-01
KIM, JOO (JAMES), JIN LIMITED PARTNER 09/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2008-09-01
ADONDO CORPORATION SHAREHOLDER direct 2000-01-01
ADONDO CORPORATION SHAREHOLDER direct 2009-04-01
KIM, AGNES, C LIMITED PARTNER 09/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2008-09-01
KIM, DAVID, D LIMITED PARTNER 09/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2008-09-01
KIM, JOHN, T LIMITED PARTNER 09/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2008-09-01
ADONDO CORPORATION SHAREHOLDER direct 2010-01-01
STRATEGIC ADVISORS INTERNATIONAL, INC. SOLE MEMBER MILLER INVESTMENT MANAGEMENT, LLC 10/01/2001 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 1998-07-01
MILLER INVESTMENT MANAGEMENT, LP SOLE MEMBER indirect 2001-10-01
STRATEGIC CAPITAL ADVISORS, L.P. LIKITED PARTNER direct 1998-07-01 2001-03-26
STRATEGIC CAPITAL ADVISORS, L.P. GENERAL PARTNER indirect 1996-07-01 2002-01-02
STRATEGIC CAPITAL ADVISORS, L.P. SOLE MEMBER indirect 2001-10-01 2005-09-12
MILLER, HENRY, SCOTT SHAREHOLDER STRATEGIC ADVISORS INTERNATIONAL, INC. 07/01/1996 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP SHAREHOLDER indirect 1996-07-01
MILLER INVESTMENT MANAGEMENT, LP MANAGING PARTNER direct 1998-07-01
STRATEGIC CAPITAL ADVISORS, L.P. SHAREHOLDER indirect 1996-07-01 2002-01-02

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BIG HORN MIM FGH II, LP United States 805-1930572348 Private Equity Fund 5,481,611 250,000
BIGHORN CAPITAL PARTNERS II, LP United States 805-9021499331 Private Equity Fund 28,510,899 100,000
BIGHORN CONSUMER PARTNERS, LP United States 805-4763029765 Private Equity Fund 33,978,974 30,000,000
BIG HORN RE 1, LP United States 805-7091544431 Real Estate Fund 152,281 500,000 Fund of Funds
MIM-HAYDEN REAL ESTATE FUND I, LP United States 805-7090165070 Real Estate Fund 628,754 500,000
MILLER REAL ESTATE FUND II, LP United States 805-9090488074 Real Estate Fund 79,144,272 1,000,000
BIG HORN, LP United States 805-9290426321 Private Equity Fund 77,596,996 1,000,000
BIG HORN ACQUISITION, LP United States 805-8063561125 Real Estate Fund 3,542,824 1,000,000
GERONIMO HOLDINGS, LP United States 805-5343368904 Private Equity Fund 26,107,643 0
BIGHORN CAPITAL PARTNERS, LP United States 805-6051571848 Hedge Fund 14,008,889 1,000,000 Fund of Funds
MILLER INVESTMENT MANAGEMENT FUND I, LP United States 805-2015556886 Other Private Fund LONG INVESTMENT FUND 30,063,361 1,000,000 Fund of Funds
BIG HORN FGH II, LP United States 805-2888412505 Private Equity Fund 57,503,743 0
BIG HORN II United States 805-5022858019 Private Equity Fund 3,887,275 0

MILLER INVESTMENT MANAGEMENT, LP

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
MILLER INVESTMENT MANAGEMENT, LLC GENERAL PARTNER 07/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
STRATEGIC CAPITAL ADVISORS, L.P. GENERAL PARTNER direct 1998-07-01
STRATEGIC ADVISORS INTERNATIONAL, INC. LIMITED PARTNER 07/01/1998 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 1998-07-01
MILLER INVESTMENT MANAGEMENT, LP SOLE MEMBER indirect 2001-10-01
STRATEGIC CAPITAL ADVISORS, L.P. LIKITED PARTNER direct 1998-07-01 2001-03-26
STRATEGIC CAPITAL ADVISORS, L.P. GENERAL PARTNER indirect 1996-07-01 2002-01-02
STRATEGIC CAPITAL ADVISORS, L.P. SOLE MEMBER indirect 2001-10-01 2005-09-12
ISAAC, PAUL, JEROME LIMITED PARTNER 08/01/2001 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CADOGAN MANAGEMENT, L.L.C. CHIEF INVESTMENT OFFICER/MEMBER direct 2000-11-01
ARBITER PARTNERS CAPITAL MANAGEMENT, LLC PRESIDENT AND MANAGING MEMBER OF BROKEN CLOCK MANGEMENT, L.L.C. direct 2001-04-01
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2001-08-01
ARBITER PARTNERS CAPITAL MANAGEMENT, LLC PRESIDENT, MANAGING MEMBER, AND CIO OF ARBITER PARTNERS CAPITAL MANAGEMENT, LLC direct 2007-01-01
TRIMTABS ASSET MANAGEMENT, LLC MEMBER direct 2011-05-01
CADOGAN MANAGEMENT, L.L.C. CHIEF INVESTMENT OFFICER / MEMBER direct 2000-11-01 2009-05-22
FORT HOOSAC MANAGEMENT, LLC CEO, CIO & MANAGING MEMBER direct 2007-01-01 2012-03-30
FORT HOOSAC MANAGEMENT, LLC PRESIDENT, MANAGING MEMBER, AND CIO OF FORT HOOSAC MANAGEMENT, LLC direct 2007-01-01 2014-03-25
MILLER, HENRY, SCOTT MANAGING PARTNER 07/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP SHAREHOLDER indirect 1996-07-01
MILLER INVESTMENT MANAGEMENT, LP MANAGING PARTNER direct 1998-07-01
STRATEGIC CAPITAL ADVISORS, L.P. SHAREHOLDER indirect 1996-07-01 2002-01-02
MILLER, PAUL, FETTEROLF LIMITED PARTNER 10/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
STRATEGIC CAPITAL ADVISORS, L.P. LIMITED PARTNER direct 2002-10-01
EVANS, ELWYN CHIEF COMPLIANCE OFFICER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER direct 2006-03-01
KIM, SUSAN, Y LIMITED PARTNER 09/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2008-09-01
ADONDO CORPORATION SHAREHOLDER direct 2010-01-01
KIM, JOO (JAMES), JIN LIMITED PARTNER 09/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2008-09-01
ADONDO CORPORATION SHAREHOLDER direct 2000-01-01
ADONDO CORPORATION SHAREHOLDER direct 2009-04-01
KIM, AGNES, C LIMITED PARTNER 09/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2008-09-01
KIM, DAVID, D LIMITED PARTNER 09/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2008-09-01
KIM, JOHN, T LIMITED PARTNER 09/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2008-09-01
ADONDO CORPORATION SHAREHOLDER direct 2010-01-01
STRATEGIC ADVISORS INTERNATIONAL, INC. SOLE MEMBER MILLER INVESTMENT MANAGEMENT, LLC 10/01/2001 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 1998-07-01
MILLER INVESTMENT MANAGEMENT, LP SOLE MEMBER indirect 2001-10-01
STRATEGIC CAPITAL ADVISORS, L.P. LIKITED PARTNER direct 1998-07-01 2001-03-26
STRATEGIC CAPITAL ADVISORS, L.P. GENERAL PARTNER indirect 1996-07-01 2002-01-02
STRATEGIC CAPITAL ADVISORS, L.P. SOLE MEMBER indirect 2001-10-01 2005-09-12
MILLER, HENRY, SCOTT SHAREHOLDER STRATEGIC ADVISORS INTERNATIONAL, INC. 07/01/1996 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP SHAREHOLDER indirect 1996-07-01
MILLER INVESTMENT MANAGEMENT, LP MANAGING PARTNER direct 1998-07-01
STRATEGIC CAPITAL ADVISORS, L.P. SHAREHOLDER indirect 1996-07-01 2002-01-02

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BIG HORN MIM FGH II, LP United States 805-1930572348 Private Equity Fund 5,481,611 250,000
BIGHORN CAPITAL PARTNERS II, LP United States 805-9021499331 Private Equity Fund 28,510,899 100,000
BIGHORN CONSUMER PARTNERS, LP United States 805-4763029765 Private Equity Fund 33,978,974 30,000,000
BIG HORN RE 1, LP United States 805-7091544431 Real Estate Fund 152,281 500,000 Fund of Funds
MIM-HAYDEN REAL ESTATE FUND I, LP United States 805-7090165070 Real Estate Fund 628,754 500,000
MILLER REAL ESTATE FUND II, LP United States 805-9090488074 Real Estate Fund 79,144,272 1,000,000
BIG HORN, LP United States 805-9290426321 Private Equity Fund 77,596,996 1,000,000
BIG HORN ACQUISITION, LP United States 805-8063561125 Real Estate Fund 3,542,824 1,000,000
GERONIMO HOLDINGS, LP United States 805-5343368904 Private Equity Fund 26,107,643 0
BIGHORN CAPITAL PARTNERS, LP United States 805-6051571848 Hedge Fund 14,008,889 1,000,000 Fund of Funds
MILLER INVESTMENT MANAGEMENT FUND I, LP United States 805-2015556886 Other Private Fund LONG INVESTMENT FUND 30,063,361 1,000,000 Fund of Funds
BIG HORN FGH II, LP United States 805-2888412505 Private Equity Fund 57,503,743 0
BIG HORN II United States 805-5022858019 Private Equity Fund 3,887,275 0

MILLER INVESTMENT MANAGEMENT, LP

ownership team - last updated 2018-10-16
Name Title Start Date Direct/Indirect % Ownership
MILLER INVESTMENT MANAGEMENT, LLC GENERAL PARTNER 07/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
STRATEGIC CAPITAL ADVISORS, L.P. GENERAL PARTNER direct 1998-07-01
STRATEGIC ADVISORS INTERNATIONAL, INC. LIMITED PARTNER 07/01/1998 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 1998-07-01
MILLER INVESTMENT MANAGEMENT, LP SOLE MEMBER indirect 2001-10-01
STRATEGIC CAPITAL ADVISORS, L.P. LIKITED PARTNER direct 1998-07-01 2001-03-26
STRATEGIC CAPITAL ADVISORS, L.P. GENERAL PARTNER indirect 1996-07-01 2002-01-02
STRATEGIC CAPITAL ADVISORS, L.P. SOLE MEMBER indirect 2001-10-01 2005-09-12
ISAAC, PAUL, JEROME LIMITED PARTNER 08/01/2001 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CADOGAN MANAGEMENT, L.L.C. CHIEF INVESTMENT OFFICER/MEMBER direct 2000-11-01
ARBITER PARTNERS CAPITAL MANAGEMENT, LLC PRESIDENT AND MANAGING MEMBER OF BROKEN CLOCK MANGEMENT, L.L.C. direct 2001-04-01
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2001-08-01
ARBITER PARTNERS CAPITAL MANAGEMENT, LLC PRESIDENT, MANAGING MEMBER, AND CIO OF ARBITER PARTNERS CAPITAL MANAGEMENT, LLC direct 2007-01-01
TRIMTABS ASSET MANAGEMENT, LLC MEMBER direct 2011-05-01
CADOGAN MANAGEMENT, L.L.C. CHIEF INVESTMENT OFFICER / MEMBER direct 2000-11-01 2009-05-22
FORT HOOSAC MANAGEMENT, LLC CEO, CIO & MANAGING MEMBER direct 2007-01-01 2012-03-30
FORT HOOSAC MANAGEMENT, LLC PRESIDENT, MANAGING MEMBER, AND CIO OF FORT HOOSAC MANAGEMENT, LLC direct 2007-01-01 2014-03-25
MILLER, HENRY, SCOTT MANAGING PARTNER 07/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP SHAREHOLDER indirect 1996-07-01
MILLER INVESTMENT MANAGEMENT, LP MANAGING PARTNER direct 1998-07-01
STRATEGIC CAPITAL ADVISORS, L.P. SHAREHOLDER indirect 1996-07-01 2002-01-02
MILLER, PAUL, FETTEROLF LIMITED PARTNER 10/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
STRATEGIC CAPITAL ADVISORS, L.P. LIMITED PARTNER direct 2002-10-01
EVANS, ELWYN CHIEF COMPLIANCE OFFICER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER direct 2006-03-01
KIM, SUSAN, Y LIMITED PARTNER 09/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2008-09-01
ADONDO CORPORATION SHAREHOLDER direct 2010-01-01
KIM, JOO (JAMES), JIN LIMITED PARTNER 09/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2008-09-01
ADONDO CORPORATION SHAREHOLDER direct 2000-01-01
ADONDO CORPORATION SHAREHOLDER direct 2009-04-01
KIM, AGNES, C LIMITED PARTNER 09/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2008-09-01
KIM, DAVID, D LIMITED PARTNER 09/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2008-09-01
KIM, JOHN, T LIMITED PARTNER 09/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2008-09-01
ADONDO CORPORATION SHAREHOLDER direct 2010-01-01
STRATEGIC ADVISORS INTERNATIONAL, INC. SOLE MEMBER MILLER INVESTMENT MANAGEMENT, LLC 10/01/2001 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 1998-07-01
MILLER INVESTMENT MANAGEMENT, LP SOLE MEMBER indirect 2001-10-01
STRATEGIC CAPITAL ADVISORS, L.P. LIKITED PARTNER direct 1998-07-01 2001-03-26
STRATEGIC CAPITAL ADVISORS, L.P. GENERAL PARTNER indirect 1996-07-01 2002-01-02
STRATEGIC CAPITAL ADVISORS, L.P. SOLE MEMBER indirect 2001-10-01 2005-09-12
MILLER, HENRY, SCOTT SHAREHOLDER STRATEGIC ADVISORS INTERNATIONAL, INC. 07/01/1996 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP SHAREHOLDER indirect 1996-07-01
MILLER INVESTMENT MANAGEMENT, LP MANAGING PARTNER direct 1998-07-01
STRATEGIC CAPITAL ADVISORS, L.P. SHAREHOLDER indirect 1996-07-01 2002-01-02

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BIG HORN MIM FGH II, LP United States 805-1930572348 Private Equity Fund 5,317,693 250,000
BIGHORN CAPITAL PARTNERS II, LP United States 805-9021499331 Private Equity Fund 37,833,925 100,000
BIGHORN CONSUMER PARTNERS, LP United States 805-4763029765 Private Equity Fund 34,111,585 30,000,000
BIG HORN RE 1, LP United States 805-7091544431 Real Estate Fund 2,288,499 500,000 Fund of Funds
MIM-HAYDEN REAL ESTATE FUND I, LP United States 805-7090165070 Real Estate Fund 10,249,384 500,000
MILLER REAL ESTATE FUND II, LP United States 805-9090488074 Real Estate Fund 77,963,471 1,000,000
BIG HORN, LP United States 805-9290426321 Private Equity Fund 75,298,197 1,000,000
BIG HORN ACQUISITION, LP United States 805-8063561125 Real Estate Fund 4,393,608 1,000,000
GERONIMO HOLDINGS, LP United States 805-5343368904 Private Equity Fund 25,121,095 0
BIGHORN CAPITAL PARTNERS, LP United States 805-6051571848 Hedge Fund 16,023,956 1,000,000 Fund of Funds
MILLER INVESTMENT MANAGEMENT FUND I, LP United States 805-2015556886 Other Private Fund LONG INVESTMENT FUND 34,552,363 1,000,000 Fund of Funds
BIG HORN FGH II, LP United States 805-2888412505 Private Equity Fund 55,913,873 0
BIG HORN II United States 805-5022858019 Private Equity Fund 3,413,258 0

MILLER INVESTMENT MANAGEMENT, LP

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
MILLER INVESTMENT MANAGEMENT, LLC GENERAL PARTNER 07/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
STRATEGIC CAPITAL ADVISORS, L.P. GENERAL PARTNER direct 1998-07-01
STRATEGIC ADVISORS INTERNATIONAL, INC. LIMITED PARTNER 07/01/1998 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 1998-07-01
MILLER INVESTMENT MANAGEMENT, LP SOLE MEMBER indirect 2001-10-01
STRATEGIC CAPITAL ADVISORS, L.P. LIKITED PARTNER direct 1998-07-01 2001-03-26
STRATEGIC CAPITAL ADVISORS, L.P. GENERAL PARTNER indirect 1996-07-01 2002-01-02
STRATEGIC CAPITAL ADVISORS, L.P. SOLE MEMBER indirect 2001-10-01 2005-09-12
ISAAC, PAUL, JEROME LIMITED PARTNER 08/01/2001 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CADOGAN MANAGEMENT, L.L.C. CHIEF INVESTMENT OFFICER/MEMBER direct 2000-11-01
ARBITER PARTNERS CAPITAL MANAGEMENT, LLC PRESIDENT AND MANAGING MEMBER OF BROKEN CLOCK MANGEMENT, L.L.C. direct 2001-04-01
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2001-08-01
ARBITER PARTNERS CAPITAL MANAGEMENT, LLC PRESIDENT, MANAGING MEMBER, AND CIO OF ARBITER PARTNERS CAPITAL MANAGEMENT, LLC direct 2007-01-01
TRIMTABS ASSET MANAGEMENT, LLC MEMBER direct 2011-05-01
CADOGAN MANAGEMENT, L.L.C. CHIEF INVESTMENT OFFICER / MEMBER direct 2000-11-01 2009-05-22
FORT HOOSAC MANAGEMENT, LLC CEO, CIO & MANAGING MEMBER direct 2007-01-01 2012-03-30
FORT HOOSAC MANAGEMENT, LLC PRESIDENT, MANAGING MEMBER, AND CIO OF FORT HOOSAC MANAGEMENT, LLC direct 2007-01-01 2014-03-25
MILLER, HENRY, SCOTT MANAGING PARTNER 07/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP SHAREHOLDER indirect 1996-07-01
MILLER INVESTMENT MANAGEMENT, LP MANAGING PARTNER direct 1998-07-01
STRATEGIC CAPITAL ADVISORS, L.P. SHAREHOLDER indirect 1996-07-01 2002-01-02
MILLER, PAUL, FETTEROLF LIMITED PARTNER 10/01/2002 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
STRATEGIC CAPITAL ADVISORS, L.P. LIMITED PARTNER direct 2002-10-01
EVANS, ELWYN CHIEF COMPLIANCE OFFICER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, L.P. CHIEF COMPLIANCE OFFICER direct 2006-03-01
KIM, SUSAN, Y LIMITED PARTNER 09/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2008-09-01
ADONDO CORPORATION SHAREHOLDER direct 2010-01-01
KIM, JOO (JAMES), JIN LIMITED PARTNER 09/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2008-09-01
ADONDO CORPORATION SHAREHOLDER direct 2000-01-01
ADONDO CORPORATION SHAREHOLDER direct 2009-04-01
KIM, AGNES, C LIMITED PARTNER 09/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2008-09-01
KIM, DAVID, D LIMITED PARTNER 09/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2008-09-01
KIM, JOHN, T LIMITED PARTNER 09/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 2008-09-01
ADONDO CORPORATION SHAREHOLDER direct 2010-01-01
STRATEGIC ADVISORS INTERNATIONAL, INC. SOLE MEMBER MILLER INVESTMENT MANAGEMENT, LLC 10/01/2001 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP LIMITED PARTNER direct 1998-07-01
MILLER INVESTMENT MANAGEMENT, LP SOLE MEMBER indirect 2001-10-01
STRATEGIC CAPITAL ADVISORS, L.P. LIKITED PARTNER direct 1998-07-01 2001-03-26
STRATEGIC CAPITAL ADVISORS, L.P. GENERAL PARTNER indirect 1996-07-01 2002-01-02
STRATEGIC CAPITAL ADVISORS, L.P. SOLE MEMBER indirect 2001-10-01 2005-09-12
MILLER, HENRY, SCOTT SHAREHOLDER STRATEGIC ADVISORS INTERNATIONAL, INC. 07/01/1996 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MILLER INVESTMENT MANAGEMENT, LP SHAREHOLDER indirect 1996-07-01
MILLER INVESTMENT MANAGEMENT, LP MANAGING PARTNER direct 1998-07-01
STRATEGIC CAPITAL ADVISORS, L.P. SHAREHOLDER indirect 1996-07-01 2002-01-02

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
MIM-HAYDEN REAL ESTATE FUND I, LP United States 805-7090165070 Real Estate Fund 41,696,945 500,000
MILLER REAL ESTATE FUND II, LP United States 805-9090488074 Real Estate Fund 77,083,997 1,000,000
BIG HORN, LP United States 805-9290426321 Private Equity Fund 159,100,178 1,000,000
BIG HORN ACQUISITION, LP United States 805-8063561125 Real Estate Fund 3,754,189 1,000,000
GERONIMO HOLDINGS, LP United States 805-5343368904 Private Equity Fund 59,741,835 0
BIGHORN CAPITAL PARTNERS, LP United States 805-6051571848 Hedge Fund 15,211,432 1,000,000 Fund of Funds
MILLER INVESTMENT MANAGEMENT FUND I, LP United States 805-2015556886 Other Private Fund LONG INVESTMENT FUND 30,344,976 1,000,000 Fund of Funds
BIG HORN FGH II, LP United States 805-2888412505 Private Equity Fund 114,327,710 0
BIG HORN II United States 805-5022858019 Private Equity Fund 5,394,491 0
BIG HORN MIM FGH II, LP United States 805-1930572348 Private Equity Fund 5,394,491 250,000
BIG HORN RE 1, LP United States 805-7091544431 Real Estate Fund 9,880,125 500,000 Fund of Funds
BIGHORN CAPITAL PARTNERS II, LP United States 805-9021499331 Private Equity Fund 49,665,484 20,000,000
BIGHORN CONSUMER PARTNERS, LP United States 805-4763029765 Private Equity Fund 31,196,236 30,000,000

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