Mill Creek Capital Advisors, LLC
Mill Creek Capital Advisors, LLC is an independent, employee-owned SEC Registered Investment Advisory firm headquartered in Conshohocken, Pennsylvania, United States. Founded in 2006, Mill Creek provides wealth and investment management services to high-net-worth individuals, families, single-family offices, and institutions, including pooled investment vehicles, pension plans, endowments, and corporate retirement plans. The firm employs approximately 39-40 professionals and is led by CEO Joshua Gross. Mill Creek is recognized for its focused, client-first organic growth and commitment to serving sophisticated clients with tailored investment solutions.
Investment Strategy
Mill Creek Capital Advisors builds custom investment programs through collaborative engagement with clients to develop objectives within appropriate risk/reward parameters and asset allocation strategies designed for each client's unique needs. The firm emphasizes prudent risk-taking and marries financial market insights with solutions tailored to meet specific client risk and return goals. Client portfolios may include restrictions based on client preferences, such as cash needs and tax considerations. Mill Creek provides discretionary and non-discretionary management and acts as a fiduciary, focusing on customized wealth management for high-net-worth families, single-family offices, institutions, and retirement plans.
Top Holdings
Equity Positions (262)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 24.88% | $1.12B | 2,559,774 | $223.65 | $438.40 | +$150.7M |
V VTV | VANGUARD INDEX FDS | 20.70% | $933.7M | 5,282,774 | $142.42 | $176.74 | +$4.8M |
I IXUS | ISHARES TR | 8.81% | $397.3M | 5,139,161 | $62.07 | $77.31 | +$43.8M |
I IEFA | ISHARES TR | 7.65% | $345.1M | 4,133,506 | $73.47 | $83.48 | +$36.1M |
I IEMG | ISHARES INC | 3.03% | $136.5M | 2,273,061 | $49.21 | $60.03 | +$13.8M |