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Mill Creek Capital Advisors
Mill Creek Capital Advisors was established in 2006 by Joshua Gross and Richard Stevens, both previously principals at Hirtle Callaghan. The firm serves...
Mill Creek Capital Advisors
Mill Creek Capital Advisors was established in 2006 by Joshua Gross and Richard Stevens, both previously principals at Hirtle Callaghan. The firm serves ultra-high-net-worth families and institutions from its base in Conshohocken, Pennsylvania. The firm deploys capital across public markets, private equity, real estate, hedge funds, infrastructure and digital assets. It maintains positions in vehicles such as the Fidelity Wise Origin Bitcoin Fund and GraniteShares Gold Trust, alongside direct holdings in stabilized multifamily real estate, farmland and value-add mixed-use properties. All activity remains concentrated in North America. The platform supports fund-of-funds commitments, secondaries and co-investments alongside external managers. The firm reports 9,170 million USD under management. It maintains relationships with the Albert Einstein Healthcare Network through Joshua Gross's board role and participates in the GCM Grosvenor SEM Consortium Leadership Council via Michael Crook. No additional offices are disclosed. The firm is owned by the employee-controlled holding company SG Management, LLC. This structure separates investment decisions from any single family mandate and allows the firm to serve multiple client families through a shared institutional research function.
General information
Firm type
Multi Family Office
Year founded
2006
Location
Region
North America
Country
United States
City
Conshohocken
Corporate office
Conshohocken, PA, United States
Principals
Joshua Gross
CEO and Co-founder
Richard Stevens
Executive Chairman and Co-founder
Richard Lunsford
President, CFO, and Principal Owner
Michael Crook
Chief Investment Officer and Chairperson of the Investment Committee
Sector focus
Frequently asked questions
Who runs investment decisions at Mill Creek Capital Advisors?
Michael Crook serves as Chief Investment Officer and chairs the Investment Committee. Joshua Gross and Richard Stevens retain principal ownership roles alongside Richard Lunsford as President and CFO.
Does Mill Creek Capital Advisors participate in fund commitments or only direct deals?
The firm uses both approaches. It commits to external funds and secondaries while also holding direct real estate, farmland and digital asset positions.
What investment stages does Mill Creek Capital Advisors typically target?
The firm covers seed through mature stages across venture and private equity, alongside public market and real asset strategies.
Which sectors does Mill Creek Capital Advisors explicitly avoid?
The firm does not pursue cannabis and psychedelics, distressed and turnaround situations, activist strategies, insurance-linked products, litigation finance or philanthropic mission-related investing.
Where does the underlying wealth come from?
The firm does not disclose the specific source of any single family's wealth. It serves multiple ultra-high-net-worth families, foundations and endowments under a shared platform.
How is Mill Creek Capital Advisors structured relative to its clients?
It operates as a multi-family office owned by SG Management, LLC rather than any single client family. This allows it to maintain an independent investment committee and open-architecture platform.
Does Mill Creek Capital Advisors maintain philanthropic structures?
The firm advises charitable organizations as clients but does not operate its own disclosed foundation or philanthropic vehicle.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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