Managers/Private credit/Texas/Turtle Creek Wealth Advisors

Turtle Creek Wealth Advisors

Turtle Creek Wealth Advisors is a private credit and private equity manager in Dallas, TX. It is registered with the SEC as an investment adviser with $2.8B in regulatory assets and 26 staff. It has 4 funds on file, the latest reported in November 2024.

Funds on file
4
Raised, all funds
$67.7M
Regulatory assets
$2.8B
Staff
26
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Nov 2024 TURTLE CREEK CREDIT FUND I, LP Private credit $32.1M Not given
Jul 2024 TCC Platinum Credit, LLC Private credit $9.7M Not given
Mar 2024 TCWA Esperanza GoM, LLC Private equity $17.6M Not given
Feb 2024 TCWA Turns, LLC Private equity $8.4M Not given

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$2.8B
Employees26
Clients104 wealthy individuals, 26 charities, 6 private funds and 4 companies.
Control personsJane, Varner Beard, Meredith, Lee Miller Bebee, Tucker, S Bridwell, Benjamin, Garrett Carter, Dale, Littleton Cloud, Margaret, Matthews Frederick.
Private funds2 private funds.

Private funds it reports

FundTypeGross assets
Tcwa Turns Private equity $0
Tcwa Esperanza Gom Private equity $0