Millennium Tvp Management Co., LLC
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Overview
Millennium Tvp Management Co., LLC operates as a financial advisor company located in New York, New York. The firm controls $224.9 million in total assets throughout six accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). It has a small group, including 4 financial advisors. Millennium Tvp Management Co., LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like bonds, options and equities.
Millennium Tvp Management Co., LLC manages all of the firm's accounts in a discretionary manner. Discretionary management means that buy and sell judgments for the client's account are made by a portfolio manager without requiring the client's authorization. Millennium Tvp Management Co., LLC's average account size is $37.5 million. An average financial advisor at Millennium Tvp Management Co., LLC manages about two client accounts, placing it among the most personalized firms in the country.
The firm's central office is located at 60 East 42Nd Street, New York, New York 10165. The firm is legally registered to provide services to investors throughout a few states, including Montana and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Millennium Tvp Management Co., LLC by the Numbers
$224.9 million
5
6
$37.5 million
Fee Structure
Fees charged by financial advisors typically are based on which services are offered. Fees charged by the firm may include any combination of the following fee types: asset-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Millennium Tvp Management Co., LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
Millennium Tvp Management Co., LLC provides services to pooled investment vehicles. Out of its six accounts, Millennium Tvp Management Co., LLC's biggest client is pooled investment vehicles. About 17% of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Millennium Tvp Management Co., LLC does not have any disclosures.
Please visit its Form ADV for more details.
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