Form D · Other Investment Fund

Miller Investment Management Fund I, LP

West Conshohocken, PA · CIK 0001319736

Offering snapshot reported Feb 21, 2025 · SEC filing

Reported sold
$46.9M
Indefinite offering
Investors reported
39
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 10, 2005
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$23.5M$46.9MMar 13, 2009: $26,527,272.00Mar 13, 2009Feb 8, 2010: $28,132,273.00Feb 7, 2011: $35,205,093.00Feb 6, 2012: $36,762,882.00Mar 5, 2013: $37,212,783.00Mar 6, 2014: $39,202,641.00Mar 6, 2015: $40,873,736.00Mar 4, 2016: $40,886,736.00Mar 1, 2017: $40,886,736.00Mar 1, 2018: $41,033,836.00Mar 1, 2019: $41,076,736.00Feb 28, 2020: $41,484,599.00Feb 26, 2021: $42,734,599.00Feb 25, 2022: $45,094,699.00Feb 21, 2023: $45,512,699.00Feb 21, 2024: $46,884,099.00Feb 21, 2025: $46,910,599.00Feb 21, 2025

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$46,884,099 → $46,910,599

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 21, 2025Amendment$46,910,599$26,500vs Feb 21, 202439SEC filing
Feb 21, 2024Amendment$46,884,099$1,371,400vs Feb 21, 202339SEC filing
Feb 21, 2023Amendment$45,512,699$418,000vs Feb 25, 202239SEC filing
Feb 25, 2022Amendment$45,094,699$2,360,100vs Feb 26, 202139SEC filing
Feb 26, 2021Amendment$42,734,599$1,250,000vs Feb 28, 202038SEC filing
Feb 28, 2020Amendment$41,484,599$407,863vs Mar 1, 201935SEC filing
Mar 1, 2019Amendment$41,076,736$42,900vs Mar 1, 201834SEC filing
Mar 1, 2018Amendment$41,033,836$147,100vs Mar 1, 201734SEC filing
Mar 1, 2017Amendment$40,886,736$0vs Mar 4, 201633SEC filing
Mar 4, 2016Amendment$40,886,736$13,000vs Mar 6, 201533SEC filing
Mar 6, 2015Amendment$40,873,736$1,671,095vs Mar 6, 201433SEC filing
Mar 6, 2014Amendment$39,202,641$1,989,858vs Mar 5, 201329SEC filing
Mar 5, 2013Amendment$37,212,783$449,901vs Feb 6, 201228SEC filing
Feb 6, 2012Amendment$36,762,882$1,557,789vs Feb 7, 201126SEC filing
Feb 7, 2011Amendment$35,205,093$7,072,820vs Feb 8, 201021SEC filing
Feb 8, 2010Amendment$28,132,273$1,605,001vs Mar 13, 200918SEC filing
Mar 13, 2009Amendment$26,527,272No comparisonNot reportedSEC filing
Feb 28, 2005PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-74534

Source: Form D, filed Feb 21, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

MILLER INVESTMENT MANAGEMENT FUND I, LP

Investment adviser: MILLER INVESTMENT MANAGEMENT, LP

Gross asset value
$649K
Beneficial owners
14
ADV minimum commitment
$1M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALPS ALTERNATIVE INVESTMENT SERVICES, LLC MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CBIZ CPAS P.C. PHILADELPHIA, Pennsylvania, United States
Custodian PERSHING ADVISOR SOLUTIONS LLC JERSEY CITY, New Jersey, United States Related to adviser: No
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
Yes
External marketing
No

CBIZ CPAS P.C.
PCAOB 199

PERSHING ADVISOR SOLUTIONS LLC
SEC 8-47425

Filing source

Form ADV 2084292 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2015556886

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Scott Miller Henry Executive
Henry Scott Miller Executive
Miller Investment Management, L.L.C. Executive
Miller Investment Management, Lp Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Miller Investment Management, Lp One Tower Bridge, 100 Front St, Ste 1500
West Conshohocken, PA, 19428