Millstreet Capital Management Llc (Boston)

Millstreet Capital Management LLC is a large advisory firm based in Boston. It manages $424.59 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Connecticut and Massachusetts.

Millstreet Capital Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Millstreet Capital Management: assets under management

The assets under management (AUM) of Millstreet Capital Management LLC is $424.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 354% since the beginning of its operation, and $11.77 million of the total AUM is attributable to clients outside of the United States.


The firm manages $424.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $70.77 million each.

Investments

The firm invests in non-investment grade corporate bonds the most. They account for 43% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 28% of the firm’s portfolio. Investments in other assets form 11% of the total invested assets.

David Miller

David Miller

Executive Financial & Market Analyst

David Miller brings 15 years of experience in global economics, personal finance strategy, and market dynamics. He specializes in turning complex economic trends into actionable insights for everyday readers.