3rd Creek Investments

Overview

3rd Creek Investments is an independent, SEC-registered advisory corporation that opened registration in 2021 and is owned by an individual. The firm serves both high-net-worth individuals and family clients as well as institutional and business accounts. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of outside managers. Fee arrangements include asset-based fees, hourly billing, and fixed fees. The firm is identified as a capital allocator and reports being an active ESG investor. The organization also lists accounting as a business activity and industry affiliation.

Assets & Accounts

Investments & Alternatives