LP Directory

Established as a Registered Investment Advisor (RIA) in 2001, 3rd Creek Investments is an Incline Village NV-based Registered Investment Advisor offering advisory services to high-net-worth families, individuals, charitable organizations, trusts, and non-profit organizations (including foundations, defined contribution plans, defined benefit plans, other profit-sharing plans, and corporations).  The firm offers core investment advisory services, financial planning, and accounting & tax preparation. Planning services include charitable giving strategies, tax planning, trust, and estate planning, retirement planning, education, and other life event planning, and personal budgeting. The minimum account size is $500,000 for investment advisory services and $1,000,000 for investment advisory services plus other advisory consulting services. Evaluation techniques performed include evidence-based analysis, fundamental analysis, industry and sector analysis, rating services, and ESG analysis. The firm's investment strategy employed is a buy-and-hold strategy. Besides the domestic client base, 3rd Creek Investments also manages foreign assets.

Lone Eagle Capital is a family office - single based in Incline Village, US. Founded in 2006.

Lone Eagle Capital, LLC is a single family office based in Incline Village, NV, United States, managing the private wealth and investments of the Timothy Lyons family. Founded in 2006.

Nest Egg Financial Advisors is a wealth manager based in Incline Village, US. Founded in 2018.

Westwind Investors is a single family office based in Incline Village, NV, United States, managing the private wealth and investments of the Peter Castleman family. Founded in 2006.