Data / Investment advisers / Pennsylvania / Mitchell Sinkler & Starr
Mitchell Sinkler & Starr, Philadelphia, PA: $1.8 billion AUM, SEC registered investment adviser
Mitchell Sinkler & Starr is an SEC registered investment adviser with its main office in Philadelphia, Pennsylvania and reports $1.8 billion in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include high net worth individuals and charitable organizations. It is paid through a percentage of assets under management.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 106460
- SEC file number
- 801-8445
- SEC status
- Approved, effective February 8, 1972
- Legal name
- Mitchell Sinkler & Starr Inc
- Main office
- Two Penn Center Plaza Suite 1320, Philadelphia, PA 19102
- Phone
- (215) 665-1450
- Website
- mitchellsinklerandstarr.com
- Regulatory AUM
- $1,789,213,488 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $314,701,927
- Non discretionary AUM
- $1,474,511,561
- Accounts
- 607
- Employees
- 9, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 240 | $1.75 billion |
| Charitable organizations | 7 | $36.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.79 billion | March 23, 2026 |
| December 1, 2025 | $1.77 billion | March 20, 2025 |
Other advisers in Philadelphia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Corient SHC Wealth Management (US) LP | Philadelphia | $2.34 billion | 1 | adviserinfo.sec.gov |
| FS Structured Products Advisor, LLC | Philadelphia | $2.20 billion | 6 | adviserinfo.sec.gov |
| Transamerica Financial Advisors, LLC | Philadelphia | $2.11 billion | Not listed | adviserinfo.sec.gov |
| Penn Capital Management Company, LLC | Philadelphia | $1.94 billion | Not listed | adviserinfo.sec.gov |
| FS Specialty Lending Advisor, LLC | Philadelphia | $1.93 billion | Not listed | adviserinfo.sec.gov |
| Corient SHC Partners (US) LP | Philadelphia | $1.71 billion | 3 | adviserinfo.sec.gov |
| FS Fund Advisor, LLC | Philadelphia | $1.63 billion | Not listed | adviserinfo.sec.gov |
| 1315 Capital | Philadelphia | $1.35 billion | 11 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Philadelphia, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Mitchell Sinkler & Starr on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.