3RD CREEK INVESTMENTS
  • 3RD CREEK INVESTMENTS
  • 3RD CREEK
  • THIRD CREEK INVESTMENTS, INC.
  • THIRD CREEK INVESTMENTS
  • THIRD CREEK INVESTMENSTS, INC.
  • 3RD CREEK INVESTMENTS, INC.

Adviser Profile

As of Date 01/23/2026
Registration SEC, Approved, 04/15/2021
Other registrations (2)
Contact Info 775 xxxxxxx
Websites
AUM* 204,947,847 26%
of that, discretionary 183,742,130 27%
Number of Employees 4 33%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 470,064 -3%
% High Net Worth 37.50% 11%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

184M 157M 131M 105M 79M 52M 26M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name EIDE BAILLY LLP Filing Date01/29/2026 Form ADV-E View Report
Accounting Firm Name EIDE BAILLY LLP Filing Date11/18/2024 Form ADV-E View Report
Accounting Firm Name EIDE BAILLY LLP Filing Date01/31/2024 Form ADV-E View Report

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