Millstein Advisors, LLC

Overview

Millstein Advisors, LLC is a small, owner-operated registered investment adviser focused on direct portfolio management for individuals and small businesses and on selecting third‑party advisers when appropriate. The firm manages client relationships under a mix of fee arrangements — a percentage of assets under management as well as hourly and fixed fees — allowing flexibility for both ongoing advisory mandates and project-based engagements. Investment activity centers on liquid public vehicles as the core of client portfolios, supplemented by selective allocations to alternative strategies. Millstein Advisors, LLC acts as a capital allocator when it places client capital with external managers, which is reflected in its practice of hiring outside hedge fund and real estate managers rather than building those strategies in-house. The firm does not position itself as an ESG-driven manager and maintains a single-state operating footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices