SourcingSourcing

SWIFT CREEK REAL ESTATE PARTNERS LLC

C42
CRD 329614·SEC 801-129406·DALLAS, TX
AUM
$1.74B
$1B+
Est. Revenue
$17.4M
@ 1% on AUM
Est. EBITDA
$5.2M
@ 30% margin
Est. Deal Value
$41.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SWIFT CREEK REAL ESTATE PARTNERS LLC
CRD
329614
SEC file #
801-129406
EIN
393456174
DBA names
Swift Creek Partners

Economics

AUM
$1.74B
AUM band
$1B+
AUM trajectory
'25'26
$1.81B → $1.74B▼ -4%
Client mix
Pooled Investment Vehicles3
Pension Profit Sharing Plans3
State Or Municipal Govt1

Operations

Employees (total)
13
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
8 advisors → 8 advisors▬ 0%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
swiftcreekpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCREP MANAGEMENT LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
SCREP MANAGEMENT LLC
MSP SWIFT CREEK INVESTOR LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SWIFTCREEKPARTNERS.COM
Rdap Domain Creation Date
2023-12-18T20:57:55Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
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
0002081308
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-09-02
Edgar Last Filing Date
2025-09-02
Edgar Form D Count
1
Edgar Form D Offerings
2025-09-022025-09-02 · 0002081308-25-000002

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Wells Fargo2
Edgar Addresses
Mailing
3500 MAPLE AVENUESUITE 1510DALLAS, TX 75219
Business
3500 MAPLE AVENUESUITE 1510DALLAS, TX 75219
Edgar EIN
393456174
Edgar Recent Filings
D2025-09-02 · 0002081308-25-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-18T20:57:55Z
Rdap Domain Last Changed
2023-12-18T20:57:55Z
Rdap Nameservers
Ns47.domaincontrol.comNs48.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
FITZGERALD, SCOTT, RANDALL
Executive Officer · 2.5%
2209506
LACZKOWSKI, GREGORY, SCOTT
Executive Officer · 2.5%
7923187
LEYRER, MATTHEW, PAUL
Executive Officer · 2.5%
7923192
MELASKY, ANN, MARGARET
Executive Officer · 2.5%
7847366