Family Office - Multi • Incline Village, United States

3rd Creek Investments

3rd Creek Investments is a family office - multi based in Incline Village, United States, founded in 1999. Verified contact details, AUM data, and investment preferences on FindLPs.

$115M
Assets Under Mgmt
1999
Year Founded
Family Office - Multi
Investor Type
Incline Village, United States
Headquarters
About

3rd Creek Investments

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.

Investment Focus

What 3rd Creek Investments Invests In

Investment types: Co-Investing, Equity Financing, Growth Capital, Management Partnership, Philanthropy, Venture Capital

Sectors & themes: Charitable Investments, Community & Social Welfare, Debt Management, ESG & Sustainability, Impact Investing, Investment Management, Legal & Tax Services, Retirement Planning, Socially Responsible Investments (SRI), Trust Management, Wealth & Estate Planning, Youth Education & Welfare Finance, Financial Services, High-Level Sectors, Non-Profit, Values-Based Investing

Preferred geographies: Australia/New Zealand, Canada, Emerging Markets, Europe, Global, Latin America, United Kingdom, United States

Location: Po Box 5406\nIncline Village\nNevada\n89450\nUnited States

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.