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TURTLE CREEK TRUST
Legal name: TURTLE CREEK MANAGEMENT, LLC
CRD 140212File 801-66626
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.28B
Top 25% of cohort (national)
Discretionary AUM
$1.55B
Non-discretionary $2.73B
Clients
101
559 accounts
Employees
10
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 17, 2006
- Principal office
- 3838 OAK LAWN AVE, SUITE 1650, DALLAS, TX, 75219
- Phone
- 214.468.0100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.28B
- Discretionary AUM
- $1.55B
- Non-discretionary AUM
- $2.73B
- Discretionary accounts
- 465
- Non-discretionary accounts
- 94
- Total accounts
- 559
- AUM per client
- $42.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.6M |
| Charitable organizations | Fewer than 5 | $38.0M |
| High net worth individuals | 96 | $4.24B |
| Individuals (other than high net worth individuals) | 5 | $1.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.