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TURTLE CREEK TRUST

TURTLE CREEK MANAGEMENT, LLC

CRD 140212 · SEC 801-66626

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3838 OAK LAWN AVE, SUITE 1650, DALLAS, TX, 75219, United States

Phone

214.468.0100

Fax

214.468.0106

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.28B

Discretionary AUM

$1.55B

Team

10 total employees; 6 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals5$1.7M
High net worth individuals96$4.24B

States served

CA, MA, NY, TX

All web addresses on file

Official SEC filing: View on IAPD