TURTLE CREEK MANAGEMENT, LLC
Adviser information for TURTLE CREEK MANAGEMENT, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 441 | $1.2B |
| Non-Discretionary | 91 | $2.4B |
| Total | 532 | $3.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 136 | $3.5B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $5.6M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $4.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Principal Office
3838 OAK LAWN AVESUITE 1650
DALLAS
TX
United States
Monday - Friday, 8:15AM-4:45PM
Tel: 214.468.0100, Fax: 214.468.0106
Chief Compliance Officer
SARAH H. WOOD
TRUST OFFICER
3838 OAK LAWN AVE
SUITE 1650
DALLAS
TX
United States
Tel:
214.468.0100
Fax:
214.468.0106
S****@********************M
(Full email address available in API data)
Regulatory Contact
PHILIP KISTLER
PRESIDENT
3838 OAK LAWN AVE
SUITE 1650
DALLAS
TX
United States
Tel:
214.382.0101
Fax:
214.468.0106
P*******@********************M
(Full email address available in API data)
Industry Affiliates
| TURTLE CREEK TRUST COMPANY, LTA | Trust company |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KISTLER, PHILIP, CORDER WITTER | Individual | – | MANAGER | 03/2006 | < 5% |
| KNOCKE, RICHARD, CRAIG | Individual | – | MANAGER | 10/2007 | < 5% |
| TCTC HOLDINGS, LLC | Domestic Entity | – | SOLE MEMBER | 12/2009 | > 75% |
| KISTLER, PHILIP, CORDER WITTER | Individual | TCTC HOLDINGS, LLC | MANAGER AND MEMBER | 12/2009 | 50-75% |
| KNOCKE, RICHARD, CRAIG | Individual | TCTC HOLDINGS, LLC | MANAGER AND MEMBER | 12/2009 | 50-75% |
| WOOD, SARAH, HEIMBACH | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2011 | < 5% |