Millbank Dartmoor Portsmouth LLC
Millbank Dartmoor Portsmouth LLC is an SEC-registered ria in Asheville, NC with $263.2M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Millbank Dartmoor Portsmouth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311046, SEC 801-119757, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $263.2M (2026-03-27)
- Firm type
- Ria
- Location
- Asheville, NC
- Employees
- 3
- CRD
- 311046
- Ownership
- MCCARTY, MICHAEL, JUSTIN; DAVITT, DENNIS, MICHAEL; GALAXY GROUP INVESTMENT LLC; GALAXY GROUP FUNDING ECI U LLC; FISHER, KELLIE, LYNN
How much AUM does Millbank Dartmoor Portsmouth LLC have?
Millbank Dartmoor Portsmouth LLC reported $263.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Millbank Dartmoor Portsmouth LLC?
Disclosed owners and executives of Millbank Dartmoor Portsmouth LLC include MCCARTY, MICHAEL, JUSTIN, DAVITT, DENNIS, MICHAEL, GALAXY GROUP INVESTMENT LLC, GALAXY GROUP FUNDING ECI U LLC, FISHER, KELLIE, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.