Overview
2024Founded1
- HeadquartersAustin, United States1
- Websitewww.militiainv.com
Corporate structure
Militia Investments sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of Militia Investments
- Samuel Y Lee Owns 25% to 50% of Militia Investments, since 05/2024 (Form ADV)
- David Orr Owns 50% to 75% of Militia Investments, since 06/2024 (Form ADV)
- Militia Investments Austin, United States
Built from major holders from Schedules 13D and 13G; owners and owned firms from Form ADV, the registration investment advisers file with the SEC. Each entity in the chart links to its source.
Investment adviser
Militia Investments is registered with the SEC as an investment adviser. This is what it reports on Form ADV, the registration every adviser files and keeps current.
- Assets it manages$483.6M3 1 account, all with discretion
- Employees4 2 in investment advice or research
- ClientsInvestment companies: 1 ($483.6M)
- How it is paidA percentage of assets under its management; Other: AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES
- What it doesPortfolio management for investment companies
- Holds client assetsNo
- Client brochureExempt from delivering one (Form ADV Part 2), so there is none to quote
- RegistrationSEC 801-131204, CRD 331788 IAPD record
Who owns it
Owners of 5% or more as the firm lists them (Schedule A), and the owners of those owners up the chain (Schedule B).
- David Orrowns 50% to 75%, since 06/2024
- Samuel Y Leeowns 25% to 50%, since 05/2024
Leadership
Who has led Militia Investments, and when. Pick a name to see everywhere that person has worked.
Timeline
- 2024Founded Founded1
Links
- Websitewww.militiainv.com1
- WikidataQ141660919
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1WikidataMilitia Investments on Wikidata
- 2Company websiteMilitia Investments logo
- 3