Turtle Creek Wealth Advisors
Asset Manager SEC-registered adviser
Legal name: Turtle Creek Wealth Advisors, LLC
AUM
$2.8B
Regulatory AUM
Private funds
6
Other 3 · Private Equity 3
Private fund assets
$73.4M
Gross asset value
Employees
26
Last Form D raise
Aug 2025
Most recent fund filing
From SEC Form ADV filing (filed Aug 5, 2026). View on SEC
People(14)
Owners and executive officers named on the firm's SEC Form ADV.
A
D
D
J
J
J
K
K
L
M
M
Funds(6)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Tcc Acadia, LLC | Other | $926K | $44.2M | 72 | Aug 2025 | Cool |
| Tcc Bm Power, LLC | Other | $36.8M | $42.0M | 67 | Jun 2025 | Cool |
| Turtle Creek Credit Fund I, LP | Other | $11.4M | $32.1M | 43 | Nov 2024 | Cool |
| Tcwa Esperanza Gom, LLC | Private Equity | $20.6M | $17.6M | 25 | Mar 2024 | Cold |
| Tcwa Turns, LLC | Private Equity | $3.1M | $8.4M | 16 | Feb 2024 | Cold |
| Tcc Perpetual, LLC | Private Equity | $608K | $8.4M | 16 | Feb 2024 | Cold |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 322998
- SEC file number
- 801-127123
Sources
- SEC Form ADV Oct 14, 2026