Investment adviser · CRD 132313
JKMILNE ASSET MANAGEMENT
Investment adviser filing (IA)
MILNE LLC
· Form ADV filed Jul 15, 2022
- Regulatory AUM
- $705M Form ADV · Item 5.F
- Client accounts
- 11 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | Fewer than 5 | $610,080,430 | 86.6% |
| Retirement plans | Fewer than 5 | $81,863,074 | 11.6% |
| Other investment advisers | Fewer than 5 | $12,792,177 | 1.8% |
Filing source
Form ADV 1664097 · Jul 15, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 15, 2022. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets
Principal office
CRD 132313
Filing source
Form ADV 1664097 · Jul 15, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.