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Building 2SWIFT CREEK PARTNERS

Map pinDALLAS, TX
Phone214-692-4200
NotebookSEC #801-129406
Total AUM
$1.7B
Employees
13
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3500 MAPLE AVE
SUITE 1510
DALLAS
TX 75219
United States
Operating Hours
8:30AM - 5:30 PM
Monday - Friday
Phone
214-692-4200

ReceiptFinancials

Total AUM
$1.7B
Accounts
7
Discretionary
$105.3M
Accounts
1
Non-Discretionary
$1.6B
Accounts
6

ContactClients

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Pooled Vehicle Clients
3
AUM
$729.4M
Pension/Profit Sharing Plan Clients
3
AUM
$833M
Government Entity Clients
1
AUM
$180.8M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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