Andy Millard Advisory

Andy Millard Advisory, LLC is an SEC-registered investment adviser with approximately $20 million in regulatory assets under management. The firm has 1...

Andy Millard Advisory

Andy Millard Advisory, LLC is an SEC-registered investment adviser with approximately $20 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

Single Family Office

Principals

Andy Millard

Principal

Sector focus

Private CreditReal EstateInfrastructure

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.

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