TURTLE CREEK TRUST

Overview

Turtle Creek Trust is an SEC-registered limited liability advisory firm that focuses on individualized portfolio management for high-net-worth individuals, families and small businesses, and also manages accounts for business and institutional clients. The firm charges fees as a percentage of assets under management and operates with a clear equity-first orientation: exchange-traded equities are the dominant sleeve in client portfolios. Turtle Creek Trust does not identify as an active ESG investor and is not structured as a multi-state adviser; it also does not present itself as a capital allocator. Advisory activity centers on discretionary and non-discretionary portfolio management delivered alongside trust-company services. The firm supplements core listed-equity exposure with mutual funds and corporate debt for fixed-income needs, and it allocates to third-party managers for select alternative exposures in commodities and oil & gas.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices