Key facts
- Pathstone is combining with Mill Creek Capital.
- Mill Creek Capital advises approximately $12 billion in assets.
- The combination aims to deepen Pathstone's regional presence and strengthen its talent pool and services for ultra-high-net-worth families, single family offices, and institutions.
Pathstone, a wealth management firm, is expanding its presence in Philadelphia through a combination with Mill Creek Capital. Mill Creek Capital advises approximately $12 billion in assets and focuses on serving ultra-high-net-worth families, single family offices, and institutions. This strategic move is intended to deepen Pathstone's regional footprint and enhance its talent pool, services, and overall capabilities. The integration aims to leverage the strengths of both firms to better cater to the complex needs of its clientele.