9AT: MILLER GLOBAL INVESTMENTS, L.L.C.

Adviser Profile

As of Date	03/23/2026
Registration	SEC, Approved, 06/14/2018
Other registrations (1)	Texas, Terminated, 07/06/2018
ADV Location	DALLAS, TX, United States
Contact Info	214 xxxxxxx
Websites

AUM^*	199,373,525 29%
of that, discretionary	199,373,525 29%
Number of Employees	2
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	931,652 16%
% High Net Worth	49.48% -3%
SMA’s	Yes
Private Funds	1 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

	Count	GAV
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Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser BISLETT MANAGEMENT, LLC	Hedge Fund133.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV133.5m	AUM133.5m	#Funds1
Adviser MAGNOLIA FINANCIAL PLANNING SERVICES, INC.	Hedge Fund8.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV8.8m	AUM225.7m	#Funds1
Adviser RULE ONE PARTNERS, LLC	Hedge Fund6.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV6.1m	AUM236.2m	#Funds1
Adviser BCK CAPITAL MANAGEMENT LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM112.4m	#Funds-
Adviser HIDDENITE CAPITAL PARTNERS LP	Hedge Fund634.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV634.5m	AUM665.8m	#Funds3
Adviser DAVENTRY GROUP LP	Hedge Fund181.3m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV181.3m	AUM179.9m	#Funds3
Adviser CUNNING CAPITAL, LLC	Hedge Fund228.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV228.4m	AUM228.4m	#Funds1
Adviser GEO CAPITAL	Hedge Fund38.2m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV38.2m	AUM68.7m	#Funds1
Adviser ORACLE ALPHA INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM172.9m	#Funds-
Adviser SHORECLIFF ASSET MANAGEMENT COMPANY LLC	Hedge Fund2.7b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.7b	AUM1.4b	#Funds4

Brochure Summary

Overview

Miller Global Investments, L.L.C. (the “Adviser”) is an independent firm offering investment management and financial planning services. We manage securities portfolios for private individuals and investment funds on a discretionary basis. We offer financial planning services to help clients with lifestyle, charitable, retirement, estate, healthcare, and other issues. Financial planning services do not include the preparation of legal documents. Scott L. Miller (the “Principal”), sole owner of the firm, founded the firm in 1998. We provide investment management services to individual clients (including trusts, private corporations, and retirement accounts). We provide investment management services to clients through separately managed accounts over which we have discretionary investment authority. Managed Account Clients The Individual clients’ assets are held in the

form of separately managed accounts maintained with qualified custodians. After reaching agreement with individual clients on broad asset allocation guidelines, we select individual securities for purchase, issue instructions to broker- dealers and maintain accurate records of current activity. Clients generally are not involved in specific individual security decisions. To meet the diverse investment objectives of our clients, we employ several investment strategies and tailor our services to the specific needs of each client. We categorize these strategies as Cash, Fixed Income, Equity Income-U.S., Equity Growth-U.S., Equity International, Alternative, and Hedge with sub-strategies within the categories. We manage $154,667,675 in client assets on a discretionary basis, calculated as of December 31, 2023. We do not manage assets on a non-discretionary basis.

MILLER GLOBAL INVESTMENTS, L.L.C.

MILLER GLOBAL INVESTMENTS, L.L.C.

MILLER GLOBAL MANAGEMENT, L.P.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview

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MILLER GLOBAL INVESTMENTS, L.L.C. MILLER GLOBAL INVESTMENTS, L.L.C. MILLER GLOBAL MANAGEMENT, L.P.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview

MILLER GLOBAL INVESTMENTS, L.L.C.

MILLER GLOBAL INVESTMENTS, L.L.C.

MILLER GLOBAL MANAGEMENT, L.P.