MILLENNIUM INVESTMENT SERVICES

Overview

Millennium Investment Services is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm runs predominantly discretionary portfolios, offers financial planning and portfolio management across separate accounts and pooled vehicles, and also selects and oversees outside managers where appropriate. Its fee menu is broad — percentage-of-AUM, fixed and hourly options, and performance-based fees — reflecting a hybrid business that blends advisory relationships with sponsor-level roles in private funds. Investment approach centers on a core-satellite model: core exposure comes from publicly available pooled funds and corporate debt, while satellite allocations tilt toward hedge strategies, private placements and real estate. Millennium also functions as sponsor, general partner and managing member for pooled vehicles it runs, which lets it deploy proprietary hedge fund strategies alongside curated third-party managers. The firm does not position itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices