MILLENNIUM TVP Overview
Millennium Tvp Management Company . Llc is an investment advisor that manages 444 MM dollars in regulatory AUM and has 8 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/14 to 12/31/21. The fund's latest filing disclosed 93MM in positions, representing 21% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/14 to 12/31/21. The fund's latest filing disclosed 93MM in positions, representing 21% of the manager's regulatory AUM.
MILLENNIUM TVP StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MILLENNIUM TVP Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
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MILLENNIUM TVP Founders and Key Employees
Name | Title | In Position Since |
---|
Samuel L. Schwerin | Managing Partner | December-2004 |
Jonathan Glass | Chief Compliance Officer / Chief Financial Officer | May-2008 |
Daniel Burstein | Managing Partner | December-2004 |
MILLENNIUM TVP Brokers, Custodians, Auditors and Administrators
Type | Company |
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Auditor | Pro |
Auditor | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
MILLENNIUM TVP Investment Strategy
Item 8 Methods of Analysis, Investment Strategy and Risk of Loss
METHODS OF ANALYSIS AND INVESTMENT STRATEGY
Several important elements characterize Millennium’s investment approach:
ȋ1 A research‐driven focus on asset selection, identifying best‐of‐breed companies capable of creating value for shareholders.
ȋ2 A sector‐driven approach focused on identifying and understanding technology sectors that possess particularly attractive medium to long‐term attributes, combined with significant due diligence to develop expertise on the industry dynamics and private companies operating in that particular sector.
ȋ3 A disciplined and analytical approach to operating and financial metrics.
ȋ4 The ability to participate in different types of securities in a given company's capital structure, often utilizing secondary investments, in order to create the right customized blend of ri...
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METHODS OF ANALYSIS AND INVESTMENT STRATEGY
Several important elements characterize Millennium’s investment approach:
ȋ1 A research‐driven focus on asset selection, identifying best‐of‐breed companies capable of creating value for shareholders.
ȋ2 A sector‐driven approach focused on identifying and understanding technology sectors that possess particularly attractive medium to long‐term attributes, combined with significant due diligence to develop expertise on the industry dynamics and private companies operating in that particular sector.
ȋ3 A disciplined and analytical approach to operating and financial metrics.
ȋ4 The ability to participate in different types of securities in a given company's capital structure, often utilizing secondary investments, in order to create the right customized blend of ri...
Get the Full Report
MILLENNIUM TVP Portfolio Concentration
MILLENNIUM TVP Location
32 AVENUE OF THE AMERICAS
17TH FL
NEW YORK, New York
UNITED STATES, 10013
17TH FL
NEW YORK, New York
UNITED STATES, 10013
MILLENNIUM TVP Contact Information
Phone Number: 646-521-7800
Fax Number: 646-521-7878
Website: https://www.mtvlp.com
Fax Number: 646-521-7878
Website: https://www.mtvlp.com
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