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SWIFT CREEK PARTNERS
Legal name: SWIFT CREEK REAL ESTATE PARTNERS LLC
CRD 329614File 801-129406
APPROVED
Custody
Filing as of Jun 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.74B
Top 25% of cohort (national)
Discretionary AUM
$105.3M
Non-discretionary $1.64B
Clients
7
7 accounts
Employees
13
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 22, 2024
- Principal office
- 3500 MAPLE AVE, SUITE 1510, DALLAS, TX, 75219
- Phone
- 214-692-4200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.74B
- Discretionary AUM
- $105.3M
- Non-discretionary AUM
- $1.64B
- Discretionary accounts
- 1
- Non-discretionary accounts
- 6
- Total accounts
- 7
- AUM per client
- $249.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $729.4M |
| Pension and profit sharing plans | 3 | $833.0M |
| State or municipal government entities | 1 | $180.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 5 | 7 | increased by2 |
| Apr 1, 2026 | AUM | $1,806,814,188 | $1,743,214,664 | decreased by$63,599,524 |
| Apr 1, 2026 | Accounts | 5 | 7 | increased by2 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SWIFT CREEK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SWIFT CREEK” may also match similarly-named firms). Confirm identity against each filing.
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.