| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Tcwa Esperanza Gom, LLC | Private Equity | $15.9M | $100K |
| Turtle Creek Credit Fund I, LP | Other Private | $4.3M | $250K |
| Tcwa Turns, LLC | Private Equity | $2.3M | $10K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Luther Miller Control | Chief Executive Officer, Elected Manager | Under 5% | 2023 |
| Benjamin Garrett Carter Control | Chief Compliance Officer, Elected Manager | Under 5% | 2022 |
| Carolyn Lacy Miller | Owner | 5-10% | 2022 |
Turtle Creek Wealth Advisors, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
Turtle Creek Wealth Advisors, LLC manages 4 private funds with combined gross assets of $22.6 million.
Turtle Creek Wealth Advisors, LLC reports 20 employees.
Turtle Creek Wealth Advisors, LLC is based in Dallas, TX and has been SEC-registered since 2023.
Turtle Creek Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2828 N. Harwood Street, Suite 1250, Dallas, TX 75201 |
| Phone | 214-214-3110 |
| Fax | 214-214-3129 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $1.62B |
| Non-discretionary | $93M |
| Total (RAUM) | $1.71B |