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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-21-2001
- Office Locations
- 3
Office Locations
About 3RD Creek Investments
3rd Creek Investments is a U.S.-based, SEC-registered RIA providing ongoing portfolio management, investment advice, and financial planning for individuals and foundations. The firm builds customized portfolios, including impact strategies with defined priorities plus ongoing monitoring and reporting, and supports philanthropy and private placements. Through 3rd Creek Ventures it also advises on direct lending and venture/private equity deals with in-house due diligence and access to dealflow.
Team overview
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Accredited Investors
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DAVE BERNARD STRALEY
President
- CRD
- #1457197
- Ownership
- 75% or more
HARRIS ELLIOT KIRSCHNER
Chief Financial Officer, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #5950419
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Christina Lise Johnson
--
- CRD
- #8100831
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $183,742,130 | $534,134 |
| Non-Discretionary | $21,205,717 | $230,497 |
| Total | $204,947,847 | $470,064 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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