MILTONIAN CAPITAL MANAGEMENT, LLC

MILTONIAN CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 156144). Regulatory assets under management: $45.0M.

Registration

• CRD: 156144
• Type: Registered investment adviser
• Phone: 805-845-4432
• Latest filing: 2026-02-19
• Regulatory AUM: $45.0M
• Discretionary AUM: $43.5M
• Non-discretionary AUM: $1.4M
• Clients: 2
• Accounts: 53

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156144 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search