Mandate & appetite
- Preferred strategies
- Fixed Income
- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
Mill Capital Management, LLC, based in Concord, NC, is a Registered Investment Adviser founded in 2021, focusing on comprehensive wealth management services for affluent families and institutions, including investment management across equities and fixed income, with an emphasis on personalized financial planning.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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