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Advisor·RIA Rollups

Mill Creek Capital Advisors

Conshohocken, Pennsylvania, USAmillcreek.com/1expert edge

Independent RIA founded in 2006 serving families and institutions with ~$12B AUM, emphasizing liquidity-centered investment strategies and access to alternative assets across private credit and infrastructure.

Why interesting to a deal team

Combined with Pathstone effective June 1, 2026 under Fleissig's leadership, expanding institutional and family office presence in Philadelphia region and adding sophisticated multi-asset advisory expertise.

Experts connected to this company

MF

Matt Fleissig

CEO and Co-founder

Pathstone

FounderEnglewood

Fleissig has led Pathstone's roll-up strategy through billion-dollar mergers (Hall Capital, Crestone, Mill Creek) to $100B+ AUM — a first-hand read on RIA consolidation deal terms and integration risk.

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