# Mill Creek Capital Advisors

Mill Creek Capital Advisors is a Multi Family Office based in Conshohocken, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Conshohocken, United States
- **Region:** North America
- **Address:** Conshohocken, PA, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** millcreek.com
- **LinkedIn:** https://www.linkedin.com/company/mill-creek-capital-advisors

## Regulatory record

- **CRD number:** 141470
- **SEC file number:** 801-67173
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141470

## About

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.

## Sectors

- FinTech
- Digital Health
- Energy Transition & Renewables
- Data Analytics
- ClimateTech
- PropTech

## People

- 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

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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