MILL CREEK CAPITAL ADVISORS, LLC
CRD #141470 SEC #801-67173 CONSHOHOCKEN, PA 610-941-7700
SEC Registered Private Funds
Total AUM
$9.2B
Discretionary
$9.1B
Employees
46
Clients
251
Accounts
2,260
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENDER, KERRY, KILDUFF | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | |
| BENDER, KERRY, KILDUFF | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | |
| BURKE, PATRICK, JOSEPH | I | PARTNER | NA | Control |
| BURKE, PATRICK, JOSEPH | I | PARTNER | NA | Control |
| CANNING, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANNING, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANNING, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANNING, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANNING, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANNING, JOHN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CHAPIN, THOMAS, MITCHELL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CROOK, MICHAEL, WYNTON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CROOK, MICHAEL, WYNTON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CROOK, MICHAEL, WYNTON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CROOK, MICHAEL, WYNTON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CROOK, MICHAEL, WYNTON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GROSS, JOSHUA, STIRLING | I | PRESIDENT | NA | Control |
| GROSS, JOSHUA, STIRLING | I | PRESIDENT | NA | Control |
| GROSS, JOSHUA, STIRLING | I | PRESIDENT | NA | Control |
| GROSS, JOSHUA, STIRLING | I | PRESIDENT | NA | Control |
| GROSS, JOSHUA, STIRLING | I | PRESIDENT | NA | Control |
| GROSS, JOSHUA, STIRLING | I | PRESIDENT | NA | Control |
| GROSS, JOSHUA, STIRLING | I | PRESIDENT | NA | Control |
| GROSS, JOSHUA, STIRLING | I | PRESIDENT | NA | Control |
| GROSS, JOSHUA, STIRLING | I | PRESIDENT | NA | Control |
| GROSS, JOSHUA, STIRLING | I | PRESIDENT | NA | Control |
| GROSS, JOSHUA, STIRLING | I | PRESIDENT | NA | Control |
| GROSS, JOSHUA, STIRLING | I | PRESIDENT | NA | Control |
| GROSS, JOSHUA, STIRLING | I | PRESIDENT | NA | Control |
| GROSS, JOSHUA, STIRLING | I | PRESIDENT | NA | Control |
| GROSS, JOSHUA, STIRLING | I | PRESIDENT | NA | Control |
| GROSS, JOSHUA, STIRLING | I | PRESIDENT | NA | Control |
| GROSS, JOSHUA, STIRLING | I | PRESIDENT | NA | Control |
| GROSS, JOSHUA, STIRLING | I | PRESIDENT | NA | Control |
| GROSS, JOSHUA, STIRLING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GROSS, JOSHUA, STIRLING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GROSS, JOSHUA, STIRLING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GROSS, JOSHUA, STIRLING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GROSS, JOSHUA, STIRLING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GROSS, JOSHUA, STIRLING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GROSS, JOSHUA, STIRLING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GROSS, JOSHUA, STIRLING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GROSS, JOSHUA, STIRLING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GROSS, JOSHUA, STIRLING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GROSS, JOSHUA, STIRLING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GROSS, JOSHUA, STIRLING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GROSS, JOSHUA, STIRLING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GROSS, JOSHUA, STIRLING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GROSS, JOSHUA, STIRLING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GROSS, JOSHUA, STIRLING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GROSS, JOSHUA, STIRLING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRICIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRICIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRICIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRICIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| JORDAN, MICHAEL, H | I | PARTNER | NA | Control |
| JORDAN, MICHAEL, H | I | PARTNER | NA | Control |
| KEATING, KEVIN, JOSEPH | I | PARTNER | NA | Control |
| KEATING, KEVIN, JOSEPH | I | PARTNER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRICIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRICIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRICIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRICIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PRINCIPAL & INVESTMENT OFFICER | NA | Control |
| LOGAN, DAVID, JAMES | I | PARTNER | NA | Control |
| LOGAN, DAVID, JAMES | I | PARTNER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | CHIEF OPERATING OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | CHIEF OPERATING OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | CHIEF OPERATING OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | CHIEF OPERATING OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | CHIEF OPERATING OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | CHIEF OPERATING OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | CHIEF OPERATING OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | CHIEF OPERATING OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | CHIEF OPERATING OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | CHIEF OPERATING OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | CHIEF OPERATING OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | CHIEF OPERATING OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | CHIEF OPERATING OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | CHIEF OPERATING OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | CHIEF OPERATING OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | CHIEF OPERATING OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | CHIEF OPERATING OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | CHIEF OPERATING OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| LUNSFORD, RICHARD, MARSH | I | PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| MCNALLY, BRIAN, FRANCIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCNALLY, BRIAN, FRANCIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCNALLY, BRIAN, FRANCIS | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| MCNALLY, BRIAN, FRANCIS | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| MCNALLY, BRIAN, FRANCIS | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| MCNALLY, BRIAN, FRANCIS | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| MCNALLY, BRIAN, FRANCIS | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| MCNALLY, BRIAN, FRANCIS | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| MCNALLY, BRIAN, FRANCIS | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| MCNALLY, BRIAN, FRANCIS | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| MCNALLY, BRIAN, FRANCIS | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| MCNALLY, BRIAN, FRANCIS | I | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | NA | Control |
| PLACE, DAVID, J. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PLACE, DAVID, J. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POOLE, KATIE, JEAN | I | PARTNER | NA | Control |
| POOLE, KATIE, JEAN | I | PARTNER | NA | Control |
| STEVENS, RICHARD, WALTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEVENS, RICHARD, WALTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEVENS, RICHARD, WALTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEVENS, RICHARD, WALTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEVENS, RICHARD, WALTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEVENS, RICHARD, WALTER | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| STEVENS, RICHARD, WALTER | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| STEVENS, RICHARD, WALTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEVENS, RICHARD, WALTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEVENS, RICHARD, WALTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEVENS, RICHARD, WALTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEVENS, RICHARD, WALTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEVENS, RICHARD, WALTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEVENS, RICHARD, WALTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEVENS, RICHARD, WALTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEVENS, RICHARD, WALTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEVENS, RICHARD, WALTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEVENS, RICHARD, WALTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEVENS, RICHARD, WALTER | I | EXECUTIVE CHAIRMAN | NA | Control |
| STEVENS, RICHARD, WALTER | I | EXECUTIVE CHAIRMAN | NA | Control |
| STEVENS, RICHARD, WALTER | I | EXECUTIVE CHAIRMAN | NA | Control |
| STEVENS, RICHARD, WALTER | I | EXECUTIVE CHAIRMAN | NA | Control |
| STEVENS, RICHARD, WALTER | I | EXECUTIVE CHAIRMAN | NA | Control |
| STEVENS, RICHARD, WALTER | I | EXECUTIVE CHAIRMAN | NA | Control |
| STEVENS, RICHARD, WALTER | I | EXECUTIVE CHAIRMAN | NA | Control |
| STEVENS, RICHARD, WALTER | I | EXECUTIVE CHAIRMAN | NA | Control |
| STEVENS, RICHARD, WALTER | I | EXECUTIVE CHAIRMAN | NA | Control |
| STEVENS, RICHARD, WALTER | I | EXECUTIVE CHAIRMAN | NA | Control |
| STEVENS, RICHARD, WALTER | I | EXECUTIVE CHAIRMAN | NA | Control |
| STEVENS, RICHARD, WALTER | I | EXECUTIVE CHAIRMAN | NA | Control |
| STEVENS, RICHARD, WALTER | I | EXECUTIVE CHAIRMAN | NA | Control |
| STEVENS, RICHARD, WALTER | I | EXECUTIVE CHAIRMAN | NA | Control |
| STEVENS, RICHARD, WALTER | I | EXECUTIVE CHAIRMAN | NA | Control |
| STEVENS, RICHARD, WALTER | I | EXECUTIVE CHAIRMAN | NA | Control |
| STEVENS, RICHARD, WALTER | I | EXECUTIVE CHAIRMAN | NA | Control |
| STRAUS, JOAN, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRAUS, JOAN, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRAUS, JOAN, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRAUS, JOAN, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRAUS, JOAN, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRAUS, JOAN, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRAUS, JOAN, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRAUS, JOAN, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRAUS, JOAN, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRAUS, JOAN, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRAUS, JOAN, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTRICH, STEPHEN, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WALTRICH, STEPHEN, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WALTRICH, STEPHEN, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WALTRICH, STEPHEN, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WALTRICH, STEPHEN, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WALTRICH, STEPHEN, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WALTRICH, STEPHEN, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WALTRICH, STEPHEN, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WALTRICH, STEPHEN, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WALTRICH, STEPHEN, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WALTRICH, STEPHEN, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WALTRICH, STEPHEN, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WALTRICH, STEPHEN, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WALTRICH, STEPHEN, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WENTZLER, NORA, LINDSEY | I | PARTNER | NA | Control |
| WENTZLER, NORA, LINDSEY | I | PARTNER | NA | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | E | Control |
| SG MANAGEMENT, LLC | DE | MEMBER | E | Control |
| SG MANAGEMENT, LLC | DE | MEMBER | E | Control |
| SG MANAGEMENT, LLC | DE | MEMBER | E | Control |
| SG MANAGEMENT, LLC | DE | MEMBER | E | Control |
| SG MANAGEMENT, LLC | DE | MEMBER | E | Control |
| SG MANAGEMENT, LLC | DE | OWNER | D | Control |
| SG MANAGEMENT, LLC | DE | OWNER | D | Control |
| SG MANAGEMENT, LLC | DE | OWNER | D | Control |
| MCCA EMPLOYEES, LLC | DE | MEMBER | B | |
| MCCA EMPLOYEES, LLC | DE | MEMBER | B | |
| MCCA EMPLOYEES, LLC | DE | MEMBER | B | |
| MCCA EMPLOYEES, LLC | DE | MEMBER | B | |
| MCCA EMPLOYEES, LLC | DE | MEMBER | B | |
| THE LEWIS KATZ IRREV. TRUST F/B/O DREW KATZ DTD 6-6-2002 | DE | OWNER | B | |
| THE LEWIS KATZ IRREV. TRUST F/B/O DREW KATZ DTD 6-6-2002 | DE | OWNER | B | |
| THE LEWIS KATZ IRREV. TRUST F/B/O DREW KATZ DTD 6-6-2002 | DE | OWNER | B | |
| THE LEWIS KATZ IRREV. TRUST F/B/O MELISSA SILVER DTD 6-6-2002 | DE | OWNER | B | |
| THE LEWIS KATZ IRREV. TRUST F/B/O MELISSA SILVER DTD 6-6-2002 | DE | OWNER | B | |
| THE LEWIS KATZ IRREV. TRUST F/B/O MELISSA SILVER DTD 6-6-2002 | DE | OWNER | B | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | OWNER | A | |
| JORDAN, BARBARA | I | MEMBER | A | |
| JORDAN, BARBARA | I | MEMBER | A | |
| JORDAN, BARBARA | I | MEMBER | A | |
| JORDAN, BARBARA | I | MEMBER | A | |
| JORDAN, BARBARA | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AGARWAL, ANUJ, J (MI ONLY) | I | THE LEWIS KATZ IRREV. TRUST F/B/O DREW KATZ DTD 6-6-2002 | F | Control |
| AGARWAL, ANUJ, J (MI ONLY) | I | THE LEWIS KATZ IRREV. TRUST F/B/O MELISSA SILVER DTD 6-6-2002 | F | Control |
| AGARWAL, ANUJ, J (MI ONLY) | I | THE LEWIS KATZ IRREV. TRUST F/B/O DREW KATZ DTD 6-6-2002 | F | Control |
| AGARWAL, ANUJ, J (MI ONLY) | I | THE LEWIS KATZ IRREV. TRUST F/B/O MELISSA SILVER DTD 6-6-2002 | F | Control |
| AGARWAL, ANUJ, J (MI ONLY) | I | THE LEWIS KATZ IRREV. TRUST F/B/O DREW KATZ DTD 6-6-2002 | F | Control |
| AGARWAL, ANUJ, J (MI ONLY) | I | THE LEWIS KATZ IRREV. TRUST F/B/O MELISSA SILVER DTD 6-6-2002 | F | Control |
| KATZ, DREW | I | THE LEWIS KATZ IRREV. TRUST F/B/O DREW KATZ DTD 6-6-2002 | F | Control |
| KATZ, DREW | I | THE LEWIS KATZ IRREV. TRUST F/B/O MELISSA SILVER DTD 6-6-2002 | F | Control |
| KATZ, DREW | I | THE LEWIS KATZ IRREV. TRUST F/B/O DREW KATZ DTD 6-6-2002 | F | Control |
| KATZ, DREW | I | THE LEWIS KATZ IRREV. TRUST F/B/O MELISSA SILVER DTD 6-6-2002 | F | Control |
| KATZ, DREW | I | THE LEWIS KATZ IRREV. TRUST F/B/O DREW KATZ DTD 6-6-2002 | F | Control |
| KATZ, DREW | I | THE LEWIS KATZ IRREV. TRUST F/B/O MELISSA SILVER DTD 6-6-2002 | F | Control |
| SILVER, MELISSA | I | THE LEWIS KATZ IRREV. TRUST F/B/O MELISSA SILVER DTD 6-6-2002 | F | Control |
| SILVER, MELISSA | I | THE LEWIS KATZ IRREV. TRUST F/B/O DREW KATZ DTD 6-6-2002 | F | Control |
| SILVER, MELISSA | I | THE LEWIS KATZ IRREV. TRUST F/B/O MELISSA SILVER DTD 6-6-2002 | F | Control |
| SILVER, MELISSA | I | THE LEWIS KATZ IRREV. TRUST F/B/O DREW KATZ DTD 6-6-2002 | F | Control |
| SILVER, MELISSA | I | THE LEWIS KATZ IRREV. TRUST F/B/O MELISSA SILVER DTD 6-6-2002 | F | Control |
| SILVER, MELISSA | I | THE LEWIS KATZ IRREV. TRUST F/B/O DREW KATZ DTD 6-6-2002 | F | Control |
| STEVENS, RICHARD, WALTER | I | SG MANAGEMENT, LLC | F | Control |
| STEVENS, RICHARD, WALTER | I | SG MANAGEMENT, LLC | F | Control |
| STEVENS, RICHARD, WALTER | I | SG MANAGEMENT, LLC | F | Control |
| STEVENS, RICHARD, WALTER | I | SG MANAGEMENT, LLC | F | Control |
| STEVENS, RICHARD, WALTER | I | SG MANAGEMENT, LLC | F | Control |
| STEVENS, RICHARD, WALTER | I | SG MANAGEMENT, LLC | F | Control |
| STEVENS, RICHARD, WALTER | I | SG MANAGEMENT, LLC | F | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | D | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | C | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | C | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | C | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | C | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | C | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | C | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | C | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | C | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | C | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | C | Control |
| GROSS, JOSHUA, STIRLING | I | SG MANAGEMENT, LLC | C | Control |
| STEVENS, RICHARD, WALTER | I | SG MANAGEMENT, LLC | C | Control |
| STEVENS, RICHARD, WALTER | I | SG MANAGEMENT, LLC | C | Control |
| STEVENS, RICHARD, WALTER | I | SG MANAGEMENT, LLC | C | Control |
| STEVENS, RICHARD, WALTER | I | SG MANAGEMENT, LLC | C | Control |
| STEVENS, RICHARD, WALTER | I | SG MANAGEMENT, LLC | C | Control |
| STEVENS, RICHARD, WALTER | I | SG MANAGEMENT, LLC | C | Control |
| STEVENS, RICHARD, WALTER | I | SG MANAGEMENT, LLC | C | Control |
| STEVENS, RICHARD, WALTER | I | SG MANAGEMENT, LLC | C | Control |
| STEVENS, RICHARD, WALTER | I | SG MANAGEMENT, LLC | C | Control |
| STEVENS, RICHARD, WALTER | I | SG MANAGEMENT, LLC | C | Control |
| STEVENS, RICHARD, WALTER | I | SG MANAGEMENT, LLC | C | Control |
Registrations
Federal
IA
Apr 1, 2025 REGISTERED
Notice Filings (14)
CA CT DC DE FL GA MA MD NJ NY OH PA TX VT
Address
161 WASHINGTON STREETSUITE 1500
CONSHOHOCKEN, PA 19428
United States
Phone: 610-941-7700