Mill Creek Investment Management

Overview

Mill Creek Investment Management is a small, privately owned LLC that advises individuals and families. The firm provides portfolio management for both personal and business/institutional accounts and charges a mix of percentage-of-AUM fees, hourly rates, and performance-based fees depending on the engagement. Mill Creek is not positioned as an ESG-focused manager, does not operate as a multi-state adviser, and does not identify as a pension consultant or related adviser. The firm lists an industry affiliation with a law firm, suggesting close ties or referral relationships with legal professionals that may support estate, tax or wealth-transfer work.

Assets & Accounts

Public Holdings

Investments & Alternatives