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| 3rd Creek Investments Inc
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|
|---|---|
| CRD # | 115945 |
| SEC # | 801-120802 |
| CIK # | |
| AUM | $204.9 M (2026-01-23) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 775-832-9222 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 19.5 |
| (b) Individuals (high net worth individuals) | 42 | 146.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 8 | 37.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 436 | 204.9 |
| By Discretionary | ||
| Discretionary | 344 | 183.7 |
| Non-Discretionary | 92 | 21.2 |
| Total | 436 | 204.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 204.8 | |
| Total | 436 | 204.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Western Pacific Wealth Management LP
✚
|
IL | 0.2 |
|
Manhattan Global Asset Management LLC
✚
|
NV | 0.2 |
|
Rookwood Wealth Management LLC
✚
|
0.2 | |
|
Northavenue LLC
✚
|
OH | 0.2 |
|
The Herbst Group LLC
✚
|
0.2 | |
|
Kohlhepp Investment Advisors Ltd
✚
|
PA | 0.2 |
|
Momentum Wealth Planning LLC
✚
|
0.2 | |
|
McGinn Penninger Investment Management Inc
✚
|
VA | 0.2 |
|
The William Allan Corporation
✚
|
CO | 0.2 |
|
Prospect Financial Group LLC
✚
|
0.2 |