Investment adviser · CRD 105376

MILES CAPITAL, INC.

Investment adviser filing (IA)

WEST DES MOINES, IA, United States · Form ADV filed Mar 30, 2020

Regulatory AUM
$1.48B
Form ADV · Item 5.F
Client accounts
75
Accounts, not individual clients
Employees
13
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles3$624,597,21442.3%
Insurance companies8$333,561,91622.6%
Government entities19$280,928,76219.0%
Investment companies2$123,044,8118.3%
High-net-worth individuals11$34,345,4172.3%
Other investment advisers5$32,554,0152.2%
Charities8$20,321,3281.4%
Corporations & businesses3$12,679,4080.9%
Individuals16$7,344,5720.5%
Retirement plans2$6,930,7010.5%
Filing source

Form ADV 1406649 · Mar 30, 2020 · 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 funds

The 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: Mar 30, 2020. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

1415 28TH STREET, SUITE 200
WEST DES MOINES, IA, 50266-1461, United States

CRD 105376

Filing source

Form ADV 1406649 · Mar 30, 2020 · 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.