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Lmm LLC (Baltimore)


Lmm LLC is a large advisory firm based in Baltimore. It manages $2.22 billion of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Maryland.

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Lmm provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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.

Lmm: assets under management

The assets under management (AUM) of Lmm LLC is $2.22 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.22 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $92.66 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lmm LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
John Macneill Miller Member 1 Oct 1999 25% - 50% 4390257

Based in Baltimore

The principal office where Lmm LLC performs its advisory services is located at One South Street, Baltimore, MD 21202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-454-3130 or by fax 410-454-5329. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at lmminvestments.com.


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