Investment adviser · CRD 110319

MILLIE CAPITAL MANAGEMENT LLC

Investment adviser filing (IA)

WALNUT CREEK, CA, United States · Form ADV filed Jan 24, 2018

Regulatory AUM
$254M
Form ADV · Item 5.F
Client accounts
77
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

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: Jan 24, 2018. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

1990 N. CALIFORNIA BLVD., SUITE 800
WALNUT CREEK, CA, 94596, United States

CRD 110319

Filing source

Form ADV 1168038 · Jan 24, 2018 · 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.