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November 27, 2015 9:58 PM ET

Capital Markets

Company Overview of Millennium Trust Company, LLC

Company Overview

Millennium Trust Company, LLC, a financial services company, provides administrative and custodial services to individuals, advisors, and institutional clients. The company focuses on providing custody services to individual accounts. It offers custody services to a range of alternative assets, including futures, hedge funds, promissory notes, real estate, mortgages/deed of trust, precious metals, private equity, private stock, and LPs/LLCs; and traditional assets, such as stocks, bonds, mutual funds, EFTs, exchange traded funds, and certificates of deposit. The company also provides administrative and custodial services for self directed individual retirement accounts and Solo 401(k) accoun...

2001 Spring Road

Suite 700

Oak Brook, IL 60523

United States

Founded in 2000





Key Executives for Millennium Trust Company, LLC

Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Senior Vice President and Director of Marketing
Senior Vice President of Rollover Solutions Client Service Group
Compensation as of Fiscal Year 2015.

Millennium Trust Company, LLC Key Developments

Millennium Trust Company, LLC Presents at Marketplace Lending + Investing Conference, Nov-05-2015 03:45 PM

Millennium Trust Company, LLC Presents at Marketplace Lending + Investing Conference, Nov-05-2015 03:45 PM. Venue: New York Hilton Midtown, 1335 Avenue of the Americas, New York, NY 10019, United States. Speakers: Meg Zwick, Senior Vice President of Alternative Solutions Client Service.

Millennium Trust Reportedly Up For Sale; Receives Bids

Millennium Trust Company, LLC is on the block, three sources said.William Blair & Co is advising on the sale, the sources said. Millennium received “over 20 bids” in the first round and the auction is currently in the second round, one banker said. Bids are due this week, a second banking source said. “It’s all PE,” the second banker said of the auction. Millennium could sell for more than $200 million, the first banker said. Lower to middle-market private equity firm are understood to be interested in the business.

Millennium Trust Company Announces Executive Appointments Within its Alternative Solutions Group

Millennium Trust Company announced two promotions within its Alternative Solutions Group. The firm has named Jeremy Christensen, Director of Private Fund Custody and Matt Nitschke, National Director of the Alternative Solutions Group. Prior to his new role, Mr. Christensen had been acting manager of Private Fund Custody. Mr. Nitschke brings considerable sales management experience to his new role within the Alternative Solutions Group, including: developing sales teams; territory management; client relationship management; and new business development with emphasis on alternative investments.

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