Investment adviser · CRD 146856

PARK, MILLER, LLC

Investment adviser filing (IA)

WALNUT CREEK, CA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$340M
Form ADV · Item 5.F
Client accounts
223
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
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
High-net-worth individuals23$329,150,27996.9%
Individuals21$10,641,0103.1%
Filing source

Form ADV 2085670 · 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

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.

PARK MILLER CAPITAL PARTNERS, LPHedge Fund · Last reported Mar 31, 2026$2.14MGross asset value

Form D fundraising filings

Park Miller Capital Partners, L.P.

Fund administrator HC GLOBAL FUND SERVICES SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FRANK, RIMERMAN & CO., LLP PALO ALTO, California, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

FRANK, RIMERMAN & CO., LLP
PCAOB 1596

Fund details & source
Fund ID
805-1770009942
Reported beneficial owners
12
Minimum commitment
$100K
Form D file number
021-194529

Form ADV 2085670 · 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 · Selection of other advisers

Compensation

Percentage of assets

Principal office

2121 NORTH CALIFORNIA BLVD., SUITE 290
WALNUT CREEK, CA, 94596, United States

CRD 146856

Filing source

Form ADV 2085670 · 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.