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3rd Creek Investments, Inc.

● SEC registered since 2021CRD 115945SEC# 801-120802
Export (members)
Reg. AUM
$162.5M
Employees
3
Accounts
334
Location

3rd Creek Investments, Inc. assets under management

3rd Creek Investments, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $162.5 million in regulatory assets under management and employs 3 people.

3rd Creek Investments, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Dave Bernard Straley ControlPresidentOver 75%2001
Gwen Linnea StraleyInvestment Advisor Representative / Chief Compliance OfficerUnder 5%2015
Harris Elliot KirschnerInvestment Advisor RepresentativeUnder 5%2011

Frequently asked questions

How much does 3rd Creek Investments, Inc. manage?

3rd Creek Investments, Inc. reports $162.5 million in regulatory assets under management on its Form ADV.

How many employees does 3rd Creek Investments, Inc. have?

3rd Creek Investments, Inc. reports 3 employees.

Does 3rd Creek Investments, Inc. disclose fund performance?

3rd Creek Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone775-832-9222
Fax775 743 5418
Office hours9a.m. To 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$144.8M
Non-discretionary$17.7M
Total (RAUM)$162.5M