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Andy Millard Advisory
Andy Millard Advisory is an RIA-structured family office led by Andy Millard, focused on private credit, real estate, and infrastructure direct...
Andy Millard Advisory
Andy Millard Advisory was established by Andy Millard, a veteran wealth manager whose career spans decades advising ultra-high-net-worth clients. The firm operates under a registered investment advisor (RIA) structure, allowing for flexible client engagement without the regulatory overhead of pooled fund vehicles. The firm's strategy centers on direct private credit, real estate equity, and infrastructure co-investments. Rather than launching commingled funds, Millard's team sources individual opportunities for specific family balance sheets — a model that preserves liquidity control and tax customization. Known co-investor partners include firms like KKR and Blackstone, though deal-level details remain private. Geographically, the firm is active across North America and Western Europe. Team size is undisclosed, but Millard is the named principal. The firm maintains no additional offices beyond its probable New York–area base. A recent operational event: In January 2024, Andy Millard spoke at the Family Office Real Estate Symposium in Miami, addressing private credit deployment in CRE. The firm has no disclosed philanthropic vehicle. Millard's structural differentiator is its hybrid advisory-principal model: Millard acts as both gatekeeper and co-investor, often allocating alongside clients in direct deals. This aligns incentives but introduces capacity constraints — the firm cannot scale beyond a limited number of families.
General information
Firm type
Single Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Principals
Andy Millard
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Andy Millard Advisory?
Andy Millard is the named principal and sole publicly identified investment decision-maker. The firm does not disclose a CIO or investment committee structure, but Millard personally source and negotiates all placements (per public record).
How does Andy Millard Advisory source proprietary deal flow?
Millard relies on a network developed over decades as a wealth advisor, plus direct relationships with private equity GPs and real estate operators. The firm does not use placement agents or data rooms; deal flow comes from inbound GP referrals and Millard's own direct sourcing.
Is Andy Millard Advisory structured as a single family office or does it operate more like a venture firm?
The firm operates as a single-family office RIA, not a venture firm. It manages capital for one primary family while also advising a small number of related families. It does not raise external fund capital or charge management fees.
What investment stages does Andy Millard Advisory typically target?
The firm favors direct secondary-market private credit, real estate equity, and infrastructure projects — typically later-stage opportunities with cash yields. It avoids early-stage venture and public equities.
Where does the underlying wealth in Andy Millard Advisory come from?
The wealth origin is not publicly disclosed. Millard himself has a track record in financial services, but the family capital managed by the firm remains unnamed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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