# 3rd Creek Investments
Source: https://planprovider.pro/provider/3rd-creek-investments

> From its base in Incline Village on the north shore of Lake Tahoe, 3rd Creek Investments advises retirement plan sponsors as a plan advisor and acts as a 3(2…

Retirement Plan Advisor

Incline Village, NV

## 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/](https://www.3rdcreek.com/)

## Office Locations

- Incline Village, NV (Headquarters)

- Incline Village, NV

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $162.5M

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