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Multi-Family OfficeRIA · CRD 315421State-Registered Investment Adviser

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Miner Wealth Management

MINER WEALTH MANAGEMENT is a state-registered investment adviser with $37 million in regulatory assets under management. The firm has 3 employees and 2...

Overview

MINER WEALTH MANAGEMENT is a state-registered investment adviser with $37 million in regulatory assets under management. The firm has 3 employees and 2 investment advisers. It operates with a small team.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Sector focus

Real EstatePrivate CreditPrivate EquityInfrastructure

Frequently asked questions

Who runs investment decisions at Miner Wealth Management?

The firm's investment committee oversees decision-making, but specific principals and their roles have not been publicly named. The firm operates as a registered investment advisor with fiduciary duties to its clients.

Does Miner Wealth Management participate in fund commitments or only direct deals?

The firm allocates capital across both liquid public-market funds and direct co-investments in private assets. Its model includes fund commitments to external managers combined with customized direct deal flow for clients.

What is the firm's known posture on co-investments alongside external GPs?

Miner Wealth Management actively pursues co-investment opportunities with institutional sponsors in private credit, real estate, and infrastructure, though specific GP relationships and co-investment volumes are not publicly disclosed.

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