Miller Investment Management

The firm operates across three buckets: global multi-asset-class public securities portfolios, private equity partnerships making growth capital investments since 2007, and direct commercial real estate acquisitions through affiliate Miller Real Estate, active since 2009. The public-markets business is the original engine, launched in 1998, and remains the core of the firm’s daily activity.

The private equity arm is run through a series of managed partnerships that sit within Miller Investment Management, while real estate is handled by a legally distinct affiliate, Miller Real Estate. The firm maintains separate investor contact emails for the two — Invest@millerinv.com for securities and private equity, and Invest@millerref.com for real estate — indicating operational and likely regulatory separation between the property portfolio and the securities-and-growth-equity business.

No. Miller Investment Management does not publish AUM, total capital deployed, or professional headcount. The firm’s website and regulatory Form ADV — which it makes available to prospective clients — are the only public disclosure vehicles, and no such figures appear in the promotional material reviewed.

No named investment principals appear in the firm’s public-facing materials. The website does not include a team page or identify a CIO, CEO, or managing partner. This opacity is unusual for an SEC-registered adviser with an 18-plus-year track record and may reflect a deliberate low-profile posture or a very concentrated decision-making group.

Yes, the firm states that for clients who wish to align public securities investments with diversity, equity, and inclusion initiatives, it offers a customized approach to all forms of ESG investing. Each portfolio is constructed in consultation with the client to meet specific ESG goals, rather than applying a single off-the-shelf screen.