AdvisorCensus / Financial advisors / Texas / Dallas / Swift Creek Partners
Swift Creek Partners
Filed as SWIFT CREEK PARTNERS · Legal name Swift Creek Real Estate Partners LLC
Swift Creek Partners is an SEC-registered investment advisory firm in Dallas, TX, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 9, 2026.
Quick answers
From the filingHow is Swift Creek Partners compensated?
On its Form ADV (Item 5.E, October 2026), Swift Creek Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Swift Creek Partners located?
Swift Creek Partners' principal office is in Dallas, TX, according to its Form ADV.
Is Swift Creek Partners registered with the SEC or a state?
Swift Creek Partners is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329614.
How much does Swift Creek Partners manage?
Swift Creek Partners reports $1,743,214,664 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (6% discretionary).
How have Swift Creek Partners' assets and staff changed since 2024?
In the Form ADV data for Swift Creek Partners: Regulatory assets under management: $1,850,446,330 in the October 2024 data and $1,743,214,664 in the October 2026 data, down 6%. Total employees: 12 in October 2024 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Swift Creek Partners serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3); pension and profit sharing plans (but not the plan participants or government pension plans) (3); state or municipal government entities (including government pension plans) (1).
Does Swift Creek Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329614
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$1,743,214,664 as of October 2026, filing dated June 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Swift Creek Real Estate Partners LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 13. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,743,214,664 | 13 | June 9, 2026 |
| October 2025 | $1,806,814,188 | 13 | May 12, 2025 |
| October 2024 | $1,850,446,330 | 12 | May 21, 2024 |
Regulatory assets under management: $1,850,446,330 in the October 2024 data and $1,743,214,664 in the October 2026 data, down 6%.
Total employees: 12 in October 2024 and 13 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Swift Creek Partners (CRD 329614): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/swift-creek-partners-dallas-tx-329614