3rd Creek

Who we are.

3rd Creek Investments, Inc. is a U.S.-based SEC-registered investment advisory firm that offers customized financial services in support of our clients’ goals. We offer ongoing portfolio management and investment advice with financial planning. Building on the networks and expertise of our partner firms, we also offer services in tax and accounting, impact investing, philanthropy, and private placement investing.

Impact Investing for Foundations and Individuals

Capital plays a key role in addressing the world’s greatest social and environmental challenges. We support impact investors to envision a better world for people and planet, define their impact priorities, and design and develop their impact investing strategy. We then execute the strategy and provide ongoing monitoring and reporting. Whether you are an impact-first investor or seeking market rate returns alongside impact goals, we build customized portfolios to meet your objectives.

Direct Lending and Venture Investing

We support clients with private lending and private equity deals. Our direct experience in angel investing through 3rd Creek Ventures informs our advising; we access unique deal-flow, conduct due diligence, and understand having skin in the game.