Mill Creek Investment Management

Overview

Mill Creek Investment Management is a small, privately owned investment adviser organized as a limited liability company that serves individual and family clients, along with small businesses and institutional relationships. The firm runs fee arrangements that include a percentage of assets under management, hourly billing and the use of performance-based fees, which suggests it manages both traditional advisory accounts and more bespoke, outcome- or incentive-oriented mandates. Investment activity centers on exchange-traded equities as the largest single sleeve of assets, with mutual funds used for additional exposure and a willingness to allocate to private markets and hedge strategies through third‑party managers. The adviser lists a law firm as an industry affiliation, indicating either a client concentration or a professional relationship that informs how they package services for legal professionals. The firm does not self-identify as an ESG investor and is not registered as a multi-state adviser. Mill Creek’s use of performance fees and alternative fund managers points to the ability to offer differentiated, manager-driven strategies alongside core equity exposures, rather than a pure model-portfolio or ETF-only approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices