3rd Creek Investments

About 3rd Creek Investments

<p>From its base in Incline Village on the north shore of Lake Tahoe, 3rd Creek Investments advises retirement plan sponsors as a <a href="/plan-advisors">plan advisor</a> and acts as a 3(21) fiduciary. The firm is SEC-registered as an investment adviser (CRD #115945).</p> <p>As of 2026, 3rd Creek Investments reports $162,500,000 in assets under management. Its work centers on traditional portfolios alongside impact-focused strategies, with a client base that includes high-net-worth individuals and charitable organizations.</p> <p>What sets the firm apart is its use of partner-firm networks, which it taps for specialized support when a plan or portfolio calls for added expertise.</p> <ul> <li>3(21) fiduciary investment advice for retirement plans</li> <li>Ongoing portfolio management</li> <li>Impact investing strategy and priority-setting</li> <li>Philanthropy planning support</li> <li>Private placement investing, including venture and angel investing</li> </ul>

Website: https://www.3rdcreek.com/