Millennium Global Investments Limited (London)

Name: Millennium Global Investments Limited
Address: Cleveland House, London, Sw1 Y 6 Rj
Telephone: 44-20-7663-8900

Millennium Global Investments Limited is an adviser based in London. It manages $23 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006.

Millennium Global Investments Limited provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Millennium Global Investments Limited: assets under management

The assets under management (AUM) of Millennium Global Investments Limited is $23 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and $23 million of the total AUM is attributable to clients outside of the United States.

The firm manages $23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Millennium Global Investments Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Millennium Global Investments Limited serves?

The only and largest group of clients of Millennium Global Investments Limited is pooled investment vehicles with 1 clients and $23 million of assets under management. Among the 0 most similar advisory firms, Millennium Global Investments Limited has the 0th lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $23 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Millennium Global Investments Limited doesn't advise any private funds.

Careers at Millennium Global Investments Limited

The company employs 46 people that are either part- or full-time employees. No employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Michael David Huttman joined the executive team most recently as the Executive Chairman And Chief Investment Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Millennium Group Holdings Limited	Sole shareholder	1 Sep 1994	75% - 100%	ein
Michael David Huttman	Managing director	1 Sep 1994	Other	2188350
Alan John Eisner	Senior managing director	1 Jul 2000	Other	1574376
Kathleen Maria Gibson Stark	Chief compliance officer / company secretary	1 Nov 2001	Other	5074337
Michael David Huttman	Executive chairman and chief investment officer	1 Jan 2008	Other	2188350
Mark John Astley	Chief executive officer	1 Nov 2008	Other	5652141

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Stairways Trust	Shareholder	1 Jan 1995	25% - 50%	ein
Alan John Eisner	Shareholder	1 Aug 2000	25% - 50%	1574376
Artemis Trustees Limited As Trustees Of The Stairways Trust	Trustee	1 Jan 2005	Other	ein

Based in London

The principal office where Millennium Global Investments Limited performs its advisory services is located at Cleveland House, London, Sw1 Y 6 Rj, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 44-20-7663-8900 or by fax 44-20-70228666. The normal business hours are 0900-1730 on Monday - Friday. You can find more information about the New York firm at millenniumglobal.com.