Mill Creek Capital Advisors, LLC
CONSHOHOCKEN, PA
Form ADV and provider website profile · CRD 141470 · regulatory data as of Mar 31, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Mill Creek Capital Advisors, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$10.5BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
2,507Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$10.4BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$28MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$10.5BTotal Firm AUM
$10.4BDiscretionary AUM
$28MNon-discretionary AUM
2,507Total accounts
2,506Discretionary accounts
1Non-discretionary accounts
Client Mix by Firm AUM
$10.5BFirm AUM
High-Net-Worth69.1%
Charities20.4%
Other Pooled Vehicles7.3%
Corporations2.2%
Retirement Plans1.1%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth69.1%
365 clients$7.2B firm assets
Charities20.4%
48 clients$2.1B firm assets
Other Pooled Vehicles7.3%
4 clients$762M firm assets
Corporations2.2%
28 clients$225M firm assets
Retirement Plans1.1%
17 clients$118M firm assets
Reported total462 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $7.2B | 365 | 69.1% |
| Charities | $2.1B | 48 | 20.4% |
| Other Pooled Vehicles | $762M | 4 | 7.3% |
| Corporations | $225M | 28 | 2.2% |
| Retirement Plans | $118M | 17 | 1.1% |
| Reported total | $10.5B | 462 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…