# Milieu Personal Finance

Milieu Personal Finance is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 331723
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331723

## About

MILIEU PERSONAL FINANCE LLC is a state-registered investment adviser with $386,910 in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Sectors

- Private Credit

## Questions

### In which geographic markets does Milieu Personal Finance operate?

The firm's lending is focused exclusively on the New York metropolitan area, with specific concentration in the city's outer boroughs, Westchester County, and Long Island. This local specialization informs its asset underwriting and collateral valuation process.

### What is Milieu Personal Finance's posture on co-investments or fund commitments?

The firm is a direct lender only. It does not publicly participate in co-investment structures alongside external general partners, nor does it allocate capital to third-party private credit or real estate funds.

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Last updated: 2026-06-03T20:00:00.000Z

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