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| Turtle Creek Management LLC
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|---|---|
| CRD # | 140212 |
| SEC # | 801-66626 |
| CIK # | 0001423841, 0001484052, 0000140212 |
| AUM | $3.7 B (2025-03-31) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 214-468-0100 |
| Address | 3838 Oak Lawn Ave Dallas, TX 75219 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| HF Sinclair Corp | 0.5 | ||
| Microsoft Corp | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| International Business Machines Corp | 0.1 | ||
| Waste Management Inc | 0.1 | ||
| Aflac Inc | 0.1 | ||
| Uber Technologies Inc | 0.1 | ||
| Ace Ltd | 0.1 | ||
| Apple Inc | 0.1 | ||
| Linde PLC | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 0.0 |
| (b) Individuals (high net worth individuals) | 98 | 3.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 540 | 3.7 |
| By Discretionary | ||
| Discretionary | 445 | 1.3 |
| Non-Discretionary | 95 | 2.3 |
| Total | 540 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.7 | |
| Total | 540 | 3.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001423841] | |
| 13F-NT | [0001484052] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Greenspring Advisors LLC
✚
|
MD | 3.8 |
|
Essex Financial Services Inc
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|
CT | 3.8 |
|
Security Capital Research & Management Incorporated
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IL | 3.8 |
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Journey Strategic Wealth LLC
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NJ | 3.8 |
|
Accredited Investors Inc
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MN | 3.7 |
|
Botty Investors LLC
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FL | 3.7 |
|
Schwartz Investment Counsel Inc
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|
MI | 3.7 |
|
Weaver C Barksdale & Associates Inc
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|
TN | 3.6 |
|
Cardinal Capital Management Inc
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|
3.6 | |
|
PCA Investment Advisory Services Inc
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|
OH | 3.6 |