Firm profile

Millennia Global Investors, LLC

NEW YORK, NYCRD 322761Registration Status: ApprovedEffective since June 23, 2026Latest ADV May 20, 2026

Millennia Global Investors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated May 20, 2026, reports $516M in regulatory assets under management, 6 employees, and 22 accounts.

Assets Under Management
$516M
Employees
6
Offices
--
Total Clients
22
Primary office
NEW YORK, NY
1001 AVENUE OF THE AMERICAS, SUITE 1101, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJoe Zhao

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
22

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$516Mas of May 20, 2026
Discretionary100.0%
$516M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$516M
Total Accounts22
10Y AUM Change

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee4:1
10Y Employee Change

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.