Asset ManagerRIA · CRD 150992SEC-Registered

Updated:

Millstein & Co.

Millstein & Co. is an SEC-registered investment adviser with $10 million in regulatory assets under management. The firm employs 1 person and 1 investment...

Millstein & Co.

Millstein & Co. is an SEC-registered investment adviser with $10 million in regulatory assets under management. The firm employs 1 person and 1 investment adviser. It operates with a team of 2.

General information

Firm type

Asset Manager

Year founded

2000

Location

Region

North America

Country

United States

City

Washington

Corporate office

Washington, DC, United States

Principals

Jim Millstein

Chairman and Chief Executive Officer

Sector focus

Corporate FinanceRestructuringDistressed DebtFinancial ServicesPrivate Credit

Frequently asked questions

Who leads Millstein & Co.'s investment and advisory practice?

Jim Millstein is the Chairman and CEO, and the firm's founder. He previously served as Chief Restructuring Officer at the U.S. Treasury Department, advising on the AIG and auto industry bailouts (per public record).

What is Millstein & Co.'s core investment focus?

The firm focuses on financial restructuring, distressed debt, special situations, and private credit. Its advisory work often targets sovereign and corporate balance-sheet reorganizations.

Does Millstein & Co. operate as a single-family office?

No, Millstein & Co. is structured as an independent advisory and asset management firm, not a family office. It manages capital on behalf of institutional clients and its own balance sheet.

Where is Millstein & Co. headquartered, and does it have other offices?

The firm is headquartered in Washington, DC, with no publicly disclosed additional offices.

What is Millstein & Co.'s track record in sovereign debt restructuring?

The firm has advised governments including Greece and Puerto Rico on debt restructurings, leveraging Jim Millstein's prior Treasury experience. These engagements are documented in public reporting.

Profile maintained by 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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