3rd Creek Investments

$204.9MAssets under management
as of Jan 2026 · SEC Form ADV
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Tech stack

No one at 3rd Creek Investments has shared their stack yet. Tools marked “spotted on their website” are linked from or built into 3rd Creek Investments's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $116M held · filed Jan 2024