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Miner Wealth Management
MINER WEALTH MANAGEMENT is an SEC-registered investment adviser with $37 million in regulatory assets under management. The firm has 2 employees and 2...
Miner Wealth Management
MINER WEALTH MANAGEMENT is an SEC-registered investment adviser with $37 million in regulatory assets under management. The firm has 2 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
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.
What investment stages does Miner Wealth Management target?
The firm pursues direct co-investments across private equity, private credit, real estate, and infrastructure, typically alongside institutional sponsors. It does not publicly disclose minimum ticket sizes or stage preferences.
How is Miner Wealth Management structured — as a single family office or an RIA?
Miner Wealth Management is registered as an RIA under the Investment Advisers Act, functioning as a multi-family office serving multiple high-net-worth families rather than a single-family office.
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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