3RD CREEK INVESTMENTS
SEC RegisteredWelcome to the investor's one stop shop.
About the firm
3rd Creek Investments, Inc. is a U.S.-based SEC registered investment advisory firm that offers customized financial services in support of its clients' goals, including ongoing portfolio management, investment advice, and financial planning. Building on the networks and expertise of partner firms, the firm also offers services in tax and accounting, impact investing, philanthropy, and private placement investing.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Ongoing portfolio management, investment advice, financial planning, tax and accounting, impact investing, philanthropy, private placement investing, direct lending, and venture/private equity investing.
Who they serve
Impact investors, foundations, and individuals, as well as clients seeking private lending and private equity deals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 58 | $20M |
| High Net Worth Individuals | 42 | $147M |
| State/Municipal Entities | 8 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of January 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. 3RD CREEK INVESTMENTS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched