SourcingSourcing

TURTLE CREEK MANAGEMENT, LLC

C41
CRD 140212·SEC 801-66626·DALLAS, TX
AUM
$4.28B
$1B+
Est. Revenue
$42.8M
@ 1% on AUM
Est. EBITDA
$12.8M
@ 30% margin
Est. Deal Value
$102.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TURTLE CREEK MANAGEMENT, LLC
CRD
140212
SEC file #
801-66626
EIN
800500233
DBA names
Turtle Creek Trust

Economics

AUM
$4.28B
AUM band
$1B+
AUM trajectory
'20'26
$2.71B → $4.28B▲ +58%
Client mix
Individuals High Net Worth96
Individuals Other5

Operations

Employees (total)
10
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
7 advisors → 6 advisors▼ -14%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
turtlecreekdallas.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TCTC HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
TCTC HOLDINGS, LLC
KISTLER, PHILIP, CORDER WITTER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TURTLECREEKDALLAS.COM
Rdap Domain Creation Date
2010-01-14T20:53:20Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001483870
Edgar Registered
Yes
Edgar Filing Count
79
Edgar First Filing Date
2010-02-16
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
67
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001483870-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
3838 OAK LAWN AVENUESUITE 1650DALLAS, TX 75219
Business
3838 OAK LAWN AVENUESUITE 1650DALLAS, TX 75219
Edgar EIN
800500233
Edgar Recent Filings
13F-HR2026-05-07 · 0001483870-26-000002
13F-HR2026-02-12 · 0001483870-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-01-14T20:53:20Z
Rdap Domain Last Changed
2026-01-16T19:51:59Z
Rdap Nameservers
Ns05.domaincontrol.comNs06.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
KNOCKE, RICHARD, CRAIG
IAR · Executive Officer · 2.5%
2586086
KISTLER, PHILIP, CORDER WITTER
IAR · Executive Officer · 2.5%
2546664
WOOD, SARAH, HEIMBACH
Executive Officer · 2.5%
5928601
MARK EDWARD LANYON
IAR
2902878