Thiel Investment Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Thiel Investment Management reports 72 clients. They include 36 individual clients, 34 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 97.4% ($117M across 173 accounts) are managed with discretion; $3.15M across 7 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 10% |
| High-net-worth individuals | 47% | 77% |
| Pension and profit-sharing plans | 3% | 13% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 36 | $11.6M | 9.6% | $321K |
| High-net-worth individuals | 34 | $92.8M | 77.1% | $2.73M |
| Pension and profit-sharing plans | Fewer than 5 | $16M | 13.3% | $8.02M |
| Total | 72 | $120M | 100% | — |
- Clients
- 36
- Regulatory AUM
- $11.6M
- AUM share
- 9.6%
- Avg. per client
- $321K
- Clients
- 34
- Regulatory AUM
- $92.8M
- AUM share
- 77.1%
- Avg. per client
- $2.73M
- Clients
- Fewer than 5
- Regulatory AUM
- $16M
- AUM share
- 13.3%
- Avg. per client
- $8.02M
Total
- Clients
- 72
- Regulatory AUM
- $120M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Thiel Investment Management charges 0.25%–1.00% a year for its Private Wealth Management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$5M | 0.50% |
| $5M and above | 0.25% |
Fee details and sources
Other fees
- Corporate Retirement Plan Services
- Plan fees are 0.50% of the first $1,000,000, 0.30% of the next $4,000,000, 0.20% of the next $5,000,000 and 0.13% over $10M, with a $5,000 minimum annual fee.
- Financial Planning
- Written financial plans are a fixed fee starting at $5,000, adjusted for complexity; prorated work on early termination is billed at $300 an hour.
Milton Thiel owns 50% to 75% of Thiel Investment Management. The leadership team of Thiel Investment Management includes Chief Compliance Officer Milton Thiel. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Thiel Investment Management Company, LLC
Milton Thiel
Control person · since December 2015
- Owns 25% to 50% of Thiel Investment Management Company, LLC
Thiel Family Trust
since January 2016
- Owns 25% to 50% of Thiel Family Trust
Kyle Parrish
Control person · since January 2016
Besides its headquarters, Thiel Investment Management has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Thiel Investment Management Company, LLC
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 713-248-8129
- SEC file
- 801-136328
- Structure
- Texas LLC
- Fiscal year end
- December
Thiel Investment Management’s named custodians for separately managed accounts are Charles Schwab ($103M, 87%) and Ascensus Trust ($16M, 13%). Thiel Investment Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $103M87%
- Ascensus TrustAscensus Trust Company · Fargo, ND · $16M13%
At year end, Thiel Investment Management’s separately managed accounts were mostly in funds (75%) and stocks (22%).
What the accounts hold
- Stocks22%
- Funds75%
- Bonds1%
- Cash3%
How many clients does Thiel Investment Management have?
Thiel Investment Management has 72 clients and manages $120 million for them, as of April 2026. They include 36 individual clients, 34 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 April 2026
What services does Thiel Investment Management offer?
Thiel Investment Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Thiel Investment Management charge?
Thiel Investment Management charges 0.25%–1.00% a year for its Private Wealth Management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Which custodians does Thiel Investment Management use?
Thiel Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $103M and Ascensus Trust Company (Fargo, ND), with $16M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 April 2026
How many financial advisors does Thiel Investment Management have?
Thiel Investment Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Thiel Investment Management invest in?
At the end of its last fiscal year, Thiel Investment Management’s separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 3% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Thiel Investment Management?
Thiel Investment Management is owned through a trust by Kyle Parrish. Its direct owners are Milton Thiel (50% to 75%) and Thiel Family Trust (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 22 April 2026
How does Thiel Investment Management get paid?
Thiel Investment Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Thiel Investment Management?
Its phone number is 713-248-8129.