Investment adviser · CRD 114683

MILLER GLOBAL INVESTMENTS, L.L.C.

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed Mar 23, 2026

Regulatory AUM: $199M
Client accounts: 214
Employees: 2
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	48	$146,039,565	73.2%
Individuals	42	$20,610,157	10.3%
Other clients	5	$15,055,046	7.6%
Corporations & businesses	Fewer than 5	$12,779,510	6.4%
Retirement plans	Fewer than 5	$4,889,247	2.5%
Banks & thrifts	Fewer than 5	$0	0.0%
Charities	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2070391 · Mar 23, 2026 · 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MILLER GLOBAL PARTNERS, L.P.Hedge Fund · Last reported Mar 25, 2022$12.3MGross asset value

Form D fundraising filings

MILLER GLOBAL PARTNERS, L.P.

Auditor CARR RIGGS & INGRAM DALLAS, Texas, United States

Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States Related to adviser: No

Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No

Prime broker CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States

Prime broker NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

CARR RIGGS & INGRAM
PCAOB 213

CHARLES SCHWAB & CO., INC.
SEC 8-16514

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514

NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740

Fund details & source

Fund ID: 805-8068349063
Reported beneficial owners: 15
Minimum commitment: $500K
Form D file number: 021-52163

Form ADV 1607091 · Mar 25, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 23, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

5949 SHERRY LANE, SUITE 1050
DALLAS, TX, 75225, United States

CRD 114683

Filing source

Form ADV 2070391 · Mar 23, 2026 · 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.