Investment adviser · CRD 108380

MILLER INVESTMENT MANAGEMENT, LP

Investment adviser filing (IA)

WEST CONSHOHOCKEN, PA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $7.1B
Client accounts: 308
Employees: 18
Advisory professionals: 7

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	127	$6,297,655,122	88.6%
Pooled investment vehicles	18	$637,764,033	9.0%
Charities	10	$158,877,853	2.2%
Individuals	28	$9,470,818	0.1%
Retirement plans	Fewer than 5	$1,101,980	0.0%

Filing source

Form ADV 2084292 · Mar 31, 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

14 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.

BIG HORN, LPPrivate Equity Fund · Last reported Mar 31, 2026$163MGross asset value

Form D fundraising filings

Big Horn, LP

Auditor CBIZ CPAS P.C. PHILADELPHIA, Pennsylvania, United States

Custodian BANK OF AMERICA, N.A. TAMPA, Florida, United States Related to adviser: No

Custodian CITIZENS FINANCIAL GROUP PROVIDENCE, Rhode Island, United States Related to adviser: No

Provider details

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

CBIZ CPAS P.C.
PCAOB 199

Fund details & source

Fund ID: 805-9290426321
Reported beneficial owners: 7
Minimum commitment: $1M
Form D file number: 021-133155

Form ADV 2084292 · Mar 31, 2026 · 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.

BIG HORN FGH II, LPPrivate Equity Fund · Last reported Mar 31, 2026$114MGross asset value

Form D fundraising filings

BIG HORN FGH II, LP

Auditor CBIZ CPAS P.C. PHILADELPHIA, Pennsylvania, United States

Custodian BANK OF AMERICA, N.A. TAMPA, Florida, United States Related to adviser: No

Custodian CITIZENS FINANCIAL GROUP PROVIDENCE, Rhode Island, United States Related to adviser: No

Provider details

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

CBIZ CPAS P.C.
PCAOB 199

Fund details & source

Fund ID: 805-2888412505
Reported beneficial owners: 4
Minimum commitment: $0
Form D file number: 021-133153

Form ADV 2084292 · Mar 31, 2026 · 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.

BIGHORN CONSUMER PARTNERS, LPPrivate Equity Fund · Last reported Mar 31, 2026$73.4MGross asset value

Form D fundraising filings

Bighorn Consumer Partners, LP

Auditor CBIZ CPAS P.C. PHILADELPHIA, Pennsylvania, United States

Custodian WELLS FARGO N.A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

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

CBIZ CPAS P.C.
PCAOB 199

Fund details & source

Fund ID: 805-4763029765
Reported beneficial owners: 9
Minimum commitment: $30M
Form D file number: 021-271431

Form ADV 2084292 · Mar 31, 2026 · 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.

BIGHORN CAPITAL PARTNERS II, LPPrivate Equity Fund · Last reported Mar 31, 2026$64.4MGross asset value

Form D fundraising filings

BIGHORN CAPITAL PARTNERS II, LP

Auditor CBIZ CPAS P.C. PHILADELPHIA, Pennsylvania, United States

Custodian BANK OF AMERICA, N.A. TAMPA, Florida, United States Related to adviser: No

Custodian PERSHING ADVISOR SOLUTIONS LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Provider details

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

CBIZ CPAS P.C.
PCAOB 199

PERSHING ADVISOR SOLUTIONS LLC
SEC 8-47425

Fund details & source

Fund ID: 805-9021499331
Reported beneficial owners: 16
Minimum commitment: $100K
Form D file number: 021-175307

Form ADV 2084292 · Mar 31, 2026 · 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.

GERONIMO HOLDINGS, LPPrivate Equity Fund · Last reported Mar 31, 2026$50.9MGross asset value

Form D fundraising filings

GERONIMO HOLDINGS, LP

Auditor CBIZ CPAS P.C. PHILADELPHIA, Pennsylvania, United States

Custodian BANK OF AMERICA N. A. TAMPA, Florida, United States Related to adviser: No

Provider details

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

CBIZ CPAS P.C.
PCAOB 199

Fund details & source

Fund ID: 805-5343368904
Reported beneficial owners: 2
Minimum commitment: $0
Form D file number: 021-133156

Form ADV 2084292 · Mar 31, 2026 · 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.

MILLER REAL ESTATE FUND II, LPReal Estate Fund · Last reported Mar 31, 2026$45.1MGross asset value

Form D fundraising filings

Miller Real Estate Fund II, LP

Auditor CBIZ CPAS P.C. PHILADELPHIA, Pennsylvania, United States

Custodian WELLS FARGO N. A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

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

CBIZ CPAS P.C.
PCAOB 199

Fund details & source

Fund ID: 805-9090488074
Reported beneficial owners: 3
Minimum commitment: $1M
Form D file number: 021-214659

Form ADV 2084292 · Mar 31, 2026 · 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.

MILLER CONSUMER CAPITAL, LPPrivate Equity Fund · Last reported Mar 31, 2026$18.9MGross asset value

Form D fundraising filings

Miller Consumer Capital, LP

Auditor CBIZ CPAS P.C. PHILADELPHIA, Pennsylvania, United States

Custodian WELLS FARGO N.A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

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

CBIZ CPAS P.C.
PCAOB 199

Fund details & source

Fund ID: 805-7673528629
Reported beneficial owners: 4
Minimum commitment: $10M
Form D file number: 021-422291

Form ADV 2084292 · Mar 31, 2026 · 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 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

ONE TOWER BRIDGE, STE 1400
WEST CONSHOHOCKEN, PA, 19428-2874, United States

CRD 108380

Filing source

Form ADV 2084292 · Mar 31, 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.