Millennial Advisers, Llc.
- Regulatory AUM
- $339M
- Discretionary
- $339M
- Clients
- 363
- Avg AUM / client
- $935K
- Accounts
- 449
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 325 | $53.5M | 15.8% |
| High net worth individuals | 18 | $34.6M | 10.2% |
| Pooled investment vehicles (non-investment companies) | 20 | $251M | 74.0% |
Private funds (19)
View all →Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $130M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Disruptive Ventures Remote Revolution Llc, Series As | Private Equity Fund | Delaware | $28.1M | 96 |
| Disruptive Ventures Llc, Series X | Private Equity Fund | Delaware | $19.2M | 36 |
| Disruptive Ventures Remote Revolution Llc, Series Q3 | Private Equity Fund | Delaware | $10.5M | 83 |
| Dvi Llc, Series Cs | Private Equity Fund | Delaware | $9.1M | 95 |
| Disruptive Ventures Llc, Series Td | Private Equity Fund | Delaware | $8.9M | 63 |
| Disruptive Ventures Remote Revolution Llc, Series Gm | Private Equity Fund | Delaware | $8.3M | 83 |
| Dvi Llc, Series Wk | Private Equity Fund | Delaware | $7.4M | 70 |
| Disruptive Ventures Remote Revolution Llc, Series Zd I | Private Equity Fund | Delaware | $6.6M | 81 |
| Dvi Llc, Series Ax | Private Equity Fund | Delaware | $6.4M | 64 |
| Dvi Llc, Series A3 | Private Equity Fund | Delaware | $5.5M | 52 |
| Disruptive Ventures Remote Revolution Llc, Series Zd | Private Equity Fund | Delaware | $4.4M | 45 |
| Disruptive Ventures Remote Revolution Llc, Series N | Private Equity Fund | Delaware | $3.5M | 27 |
| Dvi Llc, Series K4 | Private Equity Fund | Delaware | $2.6M | 42 |
| Disruptive Ventures Remote Revolution Llc, Series Sx | Private Equity Fund | Delaware | $2.4M | 11 |
| Dvi Llc, Series Fn | Private Equity Fund | Delaware | $2.3M | 38 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edward John Daigneau | Member | Aug 2011 (15y) | ≈ 18.75% – 50% via Jped Holdings Llc | |
| John Parmigiani | Member | Aug 2011 (15y) | ≈ 18.75% – 50% via Jped Holdings Llc | |
| Johnson, Kay, Alison | Chief Compliance Officer | Dec 2021 (5y) | ≈ 18.75% – 50% via Jped Holdings Llc | |
| Darrell R Beahon | Registered representative | Aug 2020 (6y) | ||
| Luigi Salvator Vultaggio | Registered representative | Apr 2021 (5y) | ||
| Peter Michael Torabkhan | Registered representative | Apr 2021 (5y) | ||
| William K Bradley | Registered representative | May 2021 (5y) | ||
| Scott A Johnson | Registered representative | May 2021 (5y) | ||
| John Walter Riccio | Registered representative | Feb 2025 (1y) | ||
| James Nesaraja Christopher | Registered representative | Mar 2025 (1y) | ||
| Brandon Paulino | Registered representative | Jul 2025 (1y) | ||
| Joseph Henry Schepers | Registered representative | Oct 2025 (1y) | ||
| Spiros Gerasimos Stefanatos | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jped Holdings Llc | Direct Owner | Aug 2013 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Edward John Daigneau: 25% – 50% of Jped Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- John Parmigiani: 25% – 50% of Jped Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Johnson, Kay, Alison: 25% – 50% of Jped Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (19, $130M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Disruptive Ventures Remote Revolution Llc, Series As | Private Equity Fund | $28.1M | $50.0K | 96 |
| Disruptive Ventures Llc, Series X | Private Equity Fund | $19.2M | $50.0K | 36 |
| Disruptive Ventures Remote Revolution Llc, Series Q3 | Private Equity Fund | $10.5M | $50.0K | 83 |
| Dvi Llc, Series Cs | Private Equity Fund | $9.1M | $100K | 95 |
| Disruptive Ventures Llc, Series Td | Private Equity Fund | $8.9M | $25.0K | 63 |
| Disruptive Ventures Remote Revolution Llc, Series Gm | Private Equity Fund | $8.3M | $50.0K | 83 |
| Dvi Llc, Series Wk | Private Equity Fund | $7.4M | $50.0K | 70 |
| Disruptive Ventures Remote Revolution Llc, Series Zd I | Private Equity Fund | $6.6M | $50.0K | 81 |
| Dvi Llc, Series Ax | Private Equity Fund | $6.4M | $50.0K | 64 |
| Dvi Llc, Series A3 | Private Equity Fund | $5.5M | $50.0K | 52 |
| Disruptive Ventures Remote Revolution Llc, Series Zd | Private Equity Fund | $4.4M | $50.0K | 45 |
| Disruptive Ventures Remote Revolution Llc, Series N | Private Equity Fund | $3.5M | $50.0K | 27 |
| Dvi Llc, Series K4 | Private Equity Fund | $2.6M | $50.0K | 42 |
| Disruptive Ventures Remote Revolution Llc, Series Sx | Private Equity Fund | $2.4M | $100K | 11 |
| Dvi Llc, Series Fn | Private Equity Fund | $2.3M | $50.0K | 38 |
| Dvi Qp Llc Series As | Private Equity Fund | $2.0M | $50.0K | 21 |
| Disruptive Ventures Remote Revolution Llc, Series Q4 | Private Equity Fund | $1.5M | $50.0K | 42 |
| Disruptive Ventures Llc, Series Sp | Private Equity Fund | $1.3M | $50.0K | 8 |
| Disruptive Ventures Llc, Series D | Private Equity Fund | $141K | $25.0K | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 5.42 MB | View · PDF · Source ↗ |
| Form ADV (full filing) | 03/30/2026 | 5.59 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $50.4M (15% of AUM) Jul 2026
- Interactive Brokers $27.6M (8% of AUM) Jul 2026
- Stonex Financial Inc. $10.1M (3% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗