Insights

Strategic merger Mill Creek Capital Advisors recently merged with Crestone Capital LLC via Pathstone, signaling a growth trajectory through partnership and expanded assets under advisement, which could open cross-sell opportunities to Pathstone’s client base and related family-office networks.

AUM growth With about $12 billion in assets under advisement, Mill Creek presents a sizable platform for offering enhanced investment solutions, alternate investments, and discretionary management services to mid-market and high-net-worth clients.

Tech enablement Existing technology stack including RSS, WordPress, Mailgun, and marketing tools suggests room to deepen digital engagement, client portals, and targeted outreach to affluent families and institutions.

Strategic financing Revenue range of $25M–$50M indicates a scalable advisory model with potential for expanded service lines, bundled solutions, and premium partnerships with asset managers, custodians, and fintech platforms.

Investment activity Active in private equity-adjacent opportunities and stake acquisitions (Adagene investment) demonstrates a willingness to explore niche investments, creating opportunities to cross-sell research, due diligence, and co-investment services to clients seeking venture and growth exposures.

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Mill Creek Capital Advisors Tech Stack

Mill Creek Capital Advisors uses 8 technology products and services including RSS, WordPress, Mailgun, and more. Explore Mill Creek Capital Advisors's tech stack below.

RSS
Content Management System
WordPress
Content Management System
Mailgun
Email
Microsoft 365
Email
Google Fonts API
Font Scripts
AOS
Javascript Libraries
Pantheon
Platform As A Service
Yoast SEO
Search Engines

Media & News

Mill Creek Capital Advisors's Email Address Formats

Mill Creek Capital Advisors uses at least 4 email formats:

Mill Creek Capital Advisors Email Formats	Example	Percentage
FLast@millcreekcap.com	JDoe@millcreekcap.com	89%
First.Last@millcreekcap.com	John.Doe@millcreekcap.com	8%
Last@millcreekcap.com	Doe@millcreekcap.com	3%
FLast@millcreek.com	JDoe@millcreek.com	100%

Frequently Asked Questions

What is Mill Creek Capital Advisors's phone number?

You can contact Mill Creek Capital Advisors's main corporate office by phone at

+1-610-941-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Mill Creek Capital Advisors's official website and social media links?

Mill Creek Capital Advisors's official website is millcreek.com and has social profiles on LinkedIn.

How much revenue does Mill Creek Capital Advisors generate?

As of October 2026, Mill Creek Capital Advisors's annual revenue is estimated to be $25M - $50M.

What is Mill Creek Capital Advisors's NAICS code?

Mill Creek Capital Advisors's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Mill Creek Capital Advisors have currently?

As of October 2026, Mill Creek Capital Advisors has approximately 16 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: J. C., Owner: E. S. and Vice-President: V. R. Explore Mill Creek Capital Advisors's employee directory with LeadIQ.

What industry does Mill Creek Capital Advisors belong to?

Mill Creek Capital Advisors operates in the Investment Management industry.

What technology does Mill Creek Capital Advisors use?

Mill Creek Capital Advisors's tech stack includes RSS, WordPress, Mailgun, Microsoft 365, Google Fonts API, AOS, Pantheon and Yoast SEO.

What is Mill Creek Capital Advisors's email format?

Mill Creek Capital Advisors's email format typically follows the pattern of FLast@millcreekcap.com. Find more Mill Creek Capital Advisors email formats with LeadIQ.

When was Mill Creek Capital Advisors founded?

Mill Creek Capital Advisors was founded in 2006.

Mill Creek Capital Advisors

Q: How many employees does Mill Creek Capital Advisors have currently?

Mill Creek Capital Advisors has approximately 16 employees.

Q: What technology does Mill Creek Capital Advisors use?

Mill Creek Capital Advisors's tech stack includes HSTS, AOS, Site Kit, Sitelinks Search Box, oEmbed.

Q: What is Mill Creek Capital Advisors's NAICS code?

Mill Creek Capital Advisors's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementPennsylvania, United States11-50 Employees

Mill Creek Capital Advisors is a mid-sized investment management firm that works with high-net-worth individuals, families, and institutions to manage wealth and investments. Headquartered in Conshohocken, Pennsylvania, the firm has operated since 2006 and has grown primarily by earning the confidence of clients rather than pursuing acquisitions. Within the investment management sector, it emphasizes private-client focus and long-term stewardship to differentiate itself. In June 2026, Mill Creek Capital Advisors merged with Crestone Capital LLC, a development noted in industry coverage. The firm operates as a Philadelphia-area registered investment adviser and continues to align its services with each client’s wealth objectives and legacy goals.