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 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

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

    Chief Executive OfficerCRD 2209506

Contacts

2 of 2
  • 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