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 an LLC that operates as a real estate–focused investment adviser to institutional clients. The firm’s work centers on managing pooled investment vehicles and providing portfolio management services to businesses or institutions, and it serves as a sponsor and general partner/manager of those pooled vehicles. Its registration with the SEC in 2024 and its classification as a real estate fund reflect a primary emphasis on property-related strategies and fund-level management rather than broad retail wealth management. Investment activity is concentrated on real estate exposures delivered through sponsored funds and pooled vehicles. The firm charges both asset-based fees and performance-based fees, which aligns its economics with fund performance and suggests it operates with GP-style economics for at least some of its mandates. Swift Creek Partners is not an active ESG investor, and it does not currently operate as a multi-state adviser; its client base is institutional rather than retail.
Assets & Accounts
Investments & Alternatives
Location & Offices
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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