Turtle Creek Trust is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 30, 2026, reports $4.3B in regulatory assets under management, 10 employees, and 559 accounts.
Assets Under Management
$4.3B
Employees
10
Offices
--
Total Clients
101
Primary office
DALLAS, TX
3838 OAK LAWN AVE, SUITE 1650, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 95.0% of total clients.
Top client categories% of clientsClients
1
HNWI
95.0%
96
2
Individuals
5.0%
5
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.3Bas of March 30, 2026
Discretionary36.2%
$1.6B
36% of total RAUM36.2%
Non-discretionary63.8%
$2.7B
64% of total RAUM63.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.3B
Total Accounts559
10Y AUM Change+$1.9B (+78.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee10:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.