Data / Investment advisers / Utah / Thistle Creek Capital, LLC
Thistle Creek Capital, LLC, Lehi, UT: $161 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Thistle Creek Capital, LLC is an SEC registered investment adviser with its main office in Lehi, Utah and reports $161 million in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include pooled investment vehicles. It is paid through performance based fees and other fees.
The request: Watch Thistle Creek Capital, LLC (CRD number 331449): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 331449
- SEC file number
- 801-131964
- SEC status
- Approved, effective February 10, 2025
- Main office
- 2801 N Thanksgiving Way Suite 225, Lehi, UT 84043
- Phone
- (801) 608-2856
- Website
- thistlecreek.com
- Regulatory AUM
- $160,988,324 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $160,988,324
- Accounts
- 1
- Employees
- 6, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- performance based fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $161 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $161 million | March 26, 2026 |
| December 1, 2025 | $183.6 million | January 10, 2025 |
Other advisers in Lehi
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Banner Capital Management, LLC | Lehi | $619.2 million | 6 | adviserinfo.sec.gov |
| Switchpoint Financial Planning LLC | Lehi | $367.1 million | Not listed | adviserinfo.sec.gov |
| Decker Retirement Planning Inc. | Lehi | $359.9 million | Not listed | adviserinfo.sec.gov |
| Reef Investment Management LLC | Lehi | $234.3 million | 3 | adviserinfo.sec.gov |
| Prestige Wealthwide, LLC | Lehi | $198.5 million | Not listed | adviserinfo.sec.gov |
| Provident Living Financial Services | Lehi | $158.1 million | Not listed | adviserinfo.sec.gov |
| Stonebriar Wealth, LLC | Lehi | $139 million | Not listed | adviserinfo.sec.gov |
| Solidarity Capital Management, LLC | Lehi | $127.6 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Lehi, UT
- Investment advisers in Utah
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Thistle Creek Capital, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.