Swift Creek Partners

RIASEC Registered

Total AUM

$1.7B

Discretionary

$105M

6% of AUM

Avg account

$249M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 329614
Registered since: January 22, 2024
Website: swiftcreekpartners.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pension & Profit Sharing Plans47.78%
Pooled Investment Vehicles41.84%
State / Municipal Government10.37%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Swift Creek Partners LLC is a privately held investment adviser organized as an LLC that registered with the SEC in 2024. The firm is organized and marketed as a real estate-focused manager that provides portfolio management for pooled investment vehicles and for businesses or institutional clients. Its client base is institutional, and its compensation mixes a percentage-of-AUM fee with performance-based fees. Ownership is reported as a combination of a domestic entity and an individual. Swift Creek Partners identifies itself as a sponsor/GP and managing member of pooled vehicles and as a sponsor of limited partnerships (excluding pooled investment vehicles). The firm does not list ESG investing as an active priority, and it is not described as a multi-state adviser or a capital allocator.