|
⚲
|
| Keyboard |
| Turtle Creek Management LLC
✚
|
|
|---|---|
| CRD # | 140212 |
| SEC # | 801-66626 |
| CIK # | 0000140212, 0001423841, 0001484052 |
| AUM | 4,280.5 M (2026-03-30) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 214-468-0100 |
| Address | 3838 Oak Lawn Ave Dallas, TX 75219 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| HF Sinclair Corp | 0.8 | ||
| Microsoft Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Waste Management Inc | 0.1 | ||
| Aflac Inc | 0.1 | ||
| International Business Machines Corp | 0.1 | ||
| Ace Ltd | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Williams Companies Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.0 |
| (b) Individuals (high net worth individuals) | 96 | 4.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 559 | 4.3 |
| By Discretionary | ||
| Discretionary | 465 | 1.6 |
| Non-Discretionary | 94 | 2.7 |
| Total | 559 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 559 | 4.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001423841] | |
| 13F-NT | [0001484052] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
PCA Investment Advisory Services Inc
✚
|
OH | 4,314.3 M |
|
Pallas Capital Advisors LLC
✚
|
MA | 4,311.3 M |
|
New Century Advisors LLC
✚
|
MD | 4,308.1 M |
|
Nicolet Advisory Services LLC
✚
|
WI | 4,293.9 M |
|
Aaron Wealth Advisors LLC
✚
|
IL | 4,288.3 M |
|
East Capital Financial Services AB
✚
|
4,277.0 M | |
|
Bridgeway Capital Management LLC
✚
|
TX | 4,251.7 M |
|
ZWJ Investment Counsel Inc
✚
|
GA | 4,226.9 M |
|
Scharf Investments LLC
✚
|
CA | 4,211.3 M |
|
Systematic Financial Management LP
✚
|
NJ | 4,206.5 M |