MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC
SEC file number 801-76544
· CHARLOTTE, NC
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.66B
Discretionary AUM
$51.6M
Employees
6
Clients
—
Firm
- Address
- 3540 TORINGDON WAY
CHARLOTTE, NC 28277 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- AA Millennium USA Access Fund LLC Low name-match confidence · CIK 2040112 · NY
- AlphaKeys Millennium Fund II (Offshore), L.P. Low name-match confidence · CIK 2086185 · NY
- AlphaKeys Millennium Fund IV, L.P. Low name-match confidence · CIK 2086181 · NY
- AlphaKeys WorldQuant Millennium Systematic Alpha Broad US Equity Return Fund, L.P. Low name-match confidence · CIK 2108341 · NY
- CAIS Millennium Intl.Commitment Fund III Ltd. Low name-match confidence · CIK 2052509 · NY
- CAIS Millennium USA Commitment Fund III LLC Low name-match confidence · CIK 2052507 · NY
- HedgeForum Millennium, Ltd. Low name-match confidence · CIK 1803954 · NY
- Hedge Fund Select: Millennium LLC Low name-match confidence · CIK 1799090 · NY
- Hedge Fund Select: Millennium Ltd Low name-match confidence · CIK 1799098 · NY
- HedgePremier/Millennium International II Ltd. Low name-match confidence · CIK 2044254 · NY
- HedgePremier/Millennium USA III LP Low name-match confidence · CIK 2044298 · NY
- iCapital - Millennium Access Fund (R), L.P. Low name-match confidence · CIK 2151162 · NY
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HedgePremier/Millennium USA III LP · D/A · Nov 4, 2026
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HedgePremier/Millennium International II Ltd. · D/A · Nov 4, 2026
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AA Millennium USA Access Fund LLC · D/A · Oct 6, 2026
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iCapital - Millennium Access Fund (R), L.P. · D · Aug 20, 2026
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Hedge Fund Select: Millennium Ltd · D/A · Jul 23, 2026
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Hedge Fund Select: Millennium LLC · D/A · Jul 23, 2026
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HedgeForum Millennium, Ltd. · D/A · Nov 25, 2025
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HedgeForum Millennium, Ltd. · D/A · Nov 25, 2025
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HedgePremier/Millennium USA III LP · D/A · Nov 6, 2025
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HedgePremier/Millennium International II Ltd. · D/A · Nov 6, 2025
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AA Millennium USA Access Fund LLC · D/A · Oct 6, 2025
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AlphaKeys Millennium Fund IV, L.P. · D · Sep 17, 2025
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AlphaKeys Millennium Fund II (Offshore), L.P. · D · Sep 17, 2025
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Hedge Fund Select: Millennium Ltd · D/A · May 9, 2025
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Hedge Fund Select: Millennium LLC · D/A · May 9, 2025
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CAIS Millennium USA Commitment Fund III LLC · D · Jan 23, 2025
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CAIS Millennium Intl.Commitment Fund III Ltd. · D · Jan 23, 2025