Swift Creek Partners
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 329614
- Registered since
- January 22, 2024
- 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
FINTRXOverview
Swift Creek Partners is organized as a limited liability company and registered with the SEC in 2024. The firm positions itself around real estate-focused fund management and predominantly serves institutional clients. Its advisory mandate centers on portfolio management for pooled investment vehicles and for businesses or institutions, and it also acts in sponsor and general partner capacities for pooled vehicles and limited partnerships. Compensation is a combination of a percentage of assets under management and performance-based fees. The firm does not portray itself as an active ESG investor and is not set up as a capital allocator to third-party strategies.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
2 of 2Ann Melasky
Chief Financial Officer & Chief Compliance OfficerCRD 7847366

Scott Fitzgerald
Chief Executive OfficerCRD 2209506
Contacts
2 of 2Matthew Leyrer
Executive Manager DirectorCRD 7923192
Gregory Laczkowski
EmployeeCRD 7923187
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 3500 Maple Ave
- Time zone
- CT (UTC-6)
- Office locations
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