July 28, 2017 10:09 AM 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

Phone:

630-368-5600

Fax:

630-368-5699

Key Executives for Millennium Trust Company, LLC

Chief Executive Officer and Director
Chief Financial Officer
Senior Vice President and Director of Marketing
Head of Human Resources and Senior Vice President
Senior Vice President of Rollover Solutions Client Service Group
Compensation as of Fiscal Year 2017.

Millennium Trust Company, LLC Key Developments

Millennium Trust Company Hires John Perugini as General Counsel and John Samaan as Senior Vice President, Head of Human Resources

Millennium Trust Company has made two additions to the management team with the appointments of John Perugini as General Counsel, and John Samaan as Senior Vice President, Head of Human Resources. Mr. Perugini has more than 20 years of legal experience. Prior to joining Millennium Trust Company, Mr. Perugini was General Counsel and Executive Vice President-Finance of a tech-enabled financial services company, an Assistant General Counsel of a disposable products manufacturer, and a Partner at Jones Day in the Capital Markets practice area. In his new role at Millennium Trust, Mr. Perugini is tasked with providing advice and counsel to the executive management team, identifying regulatory or other risks relevant to the company, and maintaining protection for the company's intellectual property. Mr. Samaan has 20 years of global HR experience in human capital strategy and operations, including eight years as an HR executive for a global industrial distributor and 12 years in HR consulting. In his new role, Mr. Samaan will be drawing on his human capital generalist and consulting experience to drive Millennium Trust's strategic HR initiatives and support overall employee engagement.

Millennium Trust Company, LLC Presents at Context Summits’ Alternative Lending Summit 2017, Jan-30-2017 11:00 AM

Millennium Trust Company, LLC Presents at Context Summits’ Alternative Lending Summit 2017, Jan-30-2017 11:00 AM. Venue: Fontainebleau Hotel, 4441 Collins Avenue, Miami Beach, FL 33140, United States. Speakers: Jeremy Christensen, Director of Private Fund Custody.

Millennium Trust Company Adds New Services to Fund Custody Solution

Millennium Trust Company has expanded the offering of its Fund Custody Solution to include custody for registered investment companies ('40 Act Funds) as well as verification services. Millennium's Fund Custody expanded its services to support funds leveraging their loan portfolios by providing verification and certification services required by the funds' credit facilities. In addition, Millennium expanded their services to include providing custody for '40 Act Funds. Assets under custody within the fund custody division surpassed $10.8 Billion as of September 30.

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Recent Private Companies Transactions

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Date
Target
No transactions available in the past 12 months.
 

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