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Turtle Creek Management, LLC

● SEC registered since 2006CRD 140212SEC# 801-66626Dallas, TX
Export (members)
Reg. AUM
$3.66B
Employees
10
Accounts
540
Location
Dallas, TX

Turtle Creek Management, LLC assets under management

Turtle Creek Management, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2006. It reports $3.7 billion in regulatory assets under management and employs 10 people.
www.turtlecreekdallas.comView on SEC.gov ↗

Turtle Creek Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Philip Corder Witter Kistler ControlManagerUnder 5%2006
Richard Craig Knocke ControlManagerUnder 5%2007
Sarah Heimbach WoodChief Compliance OfficerUnder 5%2011
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Frequently asked questions

How much does Turtle Creek Management, LLC manage?

Turtle Creek Management, LLC reports $3.7 billion in regulatory assets under management on its Form ADV.

How many employees does Turtle Creek Management, LLC have?

Turtle Creek Management, LLC reports 10 employees.

Where is Turtle Creek Management, LLC located?

Turtle Creek Management, LLC is based in Dallas, TX and has been SEC-registered since 2006.

Does Turtle Creek Management, LLC disclose fund performance?

Turtle Creek Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3838 Oak Lawn Ave, Suite 1650, Dallas, TX 75219
Phone214.468.0100
Fax214.468.0106
Office hours8:15a.m.-4:45p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK140212
Discloses disciplinary historyNo

Assets under management

Discretionary$1.33B
Non-discretionary$2.33B
Total (RAUM)$3.66B