Miltiades L.P. (Minneapolis)


Miltiades L.P. is a large advisory firm based in Minneapolis. It manages $207.64 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Minnesota.

Miltiades 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.

Miltiades: assets under management

The assets under management (AUM) of Miltiades L.P. is $207.64 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $207.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $207.64 million each.
Miltiades has custody of $197.66 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Miltiades L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Minneapolis

The principal office where Miltiades L.P. performs its advisory services is located at 3700 Wells Fargo Center, 90 South Seventh Street, Minneapolis, MN 55402 4128, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 612-338-5912 or by fax 612-338-2860. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.ghjm.com.