A complete list of active advisors currently associated with MILL CREEK CAPITAL ADVISORS, LLC

Warmer can help you find a great advisor at MILL CREEK CAPITAL ADVISORS, LLC or one who fits your needs even better.

Mill Creek Capital Advisors is an SEC-registered investment adviser that manages approximately $10.5 billion for a mix of high‑net‑worth individuals and institutional clients, including pooled investment vehicles, pension plans, endowments, foundations, and non‑profits; the firm reports roughly 365 client relationships supported by a team of 27 advisors. Services include discretionary portfolio management, customized investment programs and policy statements, financial and retirement planning, cash‑flow and estate coordination, philanthropic planning, and access to public and private market investments. The firm emphasizes bespoke asset allocation and manager selection, implementing strategies through third‑party “Specialist Managers” while performing ongoing due diligence and using outside consulting and research providers to monitor performance and style adherence. Most client relationships are discretionary, the firm generally accepts clients with $5 million or more, and it reports limited, reviewed use of AI tools in its research process with human verification before investment application. Mill Creek is notable for its active role in private funds: it manages custom private equity programs and fund‑of‑fund vehicles and, through an affiliated general partner, retains approval or veto rights over primary private equity commitments while disclosing it does not receive carried interest for those GP services. The firm is primarily owned by an employee‑owned holding company (SG Management, LLC) and maintains formal entry requirements for its advisory personnel (a bachelor’s degree and minimum industry experience), reflecting a structured institutional framework uncommon for many enterprise advisors.

To learn more about the advisors currently working at MILL CREEK CAPITAL ADVISORS, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.