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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Capital
- Established Date
- 02-23-2011
- Office Locations
- 1
Office Locations
About Miltonian Capital Management, LLC
Miltonian Capital Management is a California-based RIA serving retail and institutional clients with asset management and financial planning. The firm builds non-traditional portfolios designed for income and growth, with a fixed-income emphasis (notably municipal and corporate bonds) and alternative investments. Custody relationships include Charles Schwab and State Street, and the firm uses the Black Diamond platform.
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Platform
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Owner & Executives
ROBIN L DESHAYES
Chief Strategy Officer, Managing Member, President
- CRD
- #5876007
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Christopher Charles Haupert
Director
- CRD
- #7277375
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,537,220 | -- |
| Non-Discretionary | $1,415,996 | -- |
| Total | $44,953,216 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,953,216
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $253,450,755 | 4.6% |
| Corporate - Investment Grade | $429,764,324 | 7.8% |
| Corporate - Non-Investment Grade | $953,195,232 | 17.3% |
| U.S. Government/Agency | $258,960,554 | 4.7% |
| Cash | $1,239,704,782 | 22.5% |
| Equity - Exchange | $760,352,266 | 13.8% |
| Other | $512,411,310 | 9.3% |
| Public Funds | $1,101,959,807 | 20.0% |
| Total | $5,509,799,030 | 100.0% |