Swift Creek Partners

RIASEC RegisteredEst. 2024
Total AUM
$1.7B
Discretionary
$105M
6% of AUM
Avg account
$249M
Accounts
7
Employees
13
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • Ann Melasky

    Chief Financial Officer & Chief Compliance OfficerCRD 7847366

  • Scott Fitzgerald

    Scott Fitzgerald

    Chief Executive OfficerCRD 2209506

Contacts

2 of 2
  • Matthew Leyrer

    Matthew Leyrer

    Executive Manager DirectorCRD 7923192

  • Gregory Laczkowski

    EmployeeCRD 7923187

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth