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| Turtle Creek Wealth Advisors LLC
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| CRD # | 322998 |
| SEC # | 801-127123 |
| CIK # | 0002007171 |
| AUM | 2,757.9 M (2026-06-02) |
| Employees | 26 (77% Investors, 0% Brokers) |
| Phone | 214-214-3110 |
| Address | 2828 N Harwood Street Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002007171 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 55.2 | ||
| Nvidia Corp | 50.8 | ||
| Microsoft Corp | 39.3 | ||
| Alphabet Inc | 26.3 | ||
| Caterpillar Inc | 24.0 | ||
| Lilly Eli & Co | 23.5 | ||
| Amazon Com Inc | 23.4 | ||
| J P Morgan Chase & Co | 21.3 | ||
| Broadcom Inc | 20.3 | ||
| Lam Research Corp | 20.3 | ||
| Plains GP Holdings LP | 19.4 | ||
| KLA Tencor Corp | 17.7 | ||
| Facebook Inc | 17.5 | ||
| Alphabet Inc | 16.7 | ||
| McDonalds Corp | 16.7 | ||
| BlackRock Inc | 16.1 | ||
| Applied Materials Inc /DE | 15.8 | ||
| Enterprise Products Partners L P | 15.6 | ||
| Costco Wholesale Corp /NEW | 15.5 | ||
| Procter & Gamble Co | 14.5 | ||
| Amphenol Corp /DE/ | 14.2 | ||
| Energy Transfer Equity LP | 14.1 | ||
| TJX Companies Inc /DE/ | 14.0 | ||
| EOG Resources Inc | 13.8 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | TCC Acadia LLC | [2026-01-30] | 44.2 M | 0.9 M |
| Filed 2025-08-28 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | TCC BM Power LLC | [2026-01-30] | 42.0 M | 36.8 M |
| Filed 2025-06-18 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | TCC Perpetual LLC | [2025-03-26] | 8.4 M | 0.6 M |
| Filed 2024-02-27 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| Other | Turtle Creek Credit Fund I LP | [2025-03-26] | 32.1 M | 11.4 M |
| Filed 2024-11-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | TCWA Esperanza GOM LLC | [2024-03-28] | 17.6 M | 20.6 M |
| Filed 2024-03-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | TCWA Turns LLC | [2024-03-28] | 8.4 M | 3.1 M |
| Filed 2024-02-27 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 104 | 2.3 |
| (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 | 6 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 26 | 0.3 |
| (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 | 4 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,435 | 2.8 |
| By Discretionary | ||
| Discretionary | 1,347 | 2.6 |
| Non-Discretionary | 88 | 0.1 |
| Total | 1,435 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 1,435 | 2.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Reilly | Executive Officer, Promoter | 44 | 6 | |
| Benjamin Carter | Executive Officer | 10 | 3 | |
| Alan Miller | Executive Officer | 21 | 2 | |
| Dale Cloud | Executive Officer | 7 | 2 | |
| Gregory Kalb | Executive Officer | 7 | 2 | |
| Turtle Creek Capital LLC | Executive Officer | 5 | 2 | |
| Turtle Creek Credit Fund I GP LLC | Executive Officer | 1 | 1 | |
| Tcc BM Power GP LLC | Executive Officer | 1 | 1 | |
| Tcc Acadia GP LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002007171] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
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|---|---|---|
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NJ | 2,295.9 M |
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OK | 1,058.0 M |
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IL | 1,001.4 M |