{ "crd_number": 329614, "slug": "swift-creek-partners-dallas-tx-329614", "primary_business_name": "SWIFT CREEK PARTNERS", "legal_name": "SWIFT CREEK REAL ESTATE PARTNERS LLC", "dbas": [], "city": "Dallas", "state": "TX", "country": "United States", "cbsa_code": "19100", "metro": { "cbsa_code": "19100", "common_name": "Dallas", "msa_name": "Dallas-Fort Worth-Arlington, TX", "path": "/advisors/tx/dallas" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2024-01-22", "years_registered": 2, "period": "2026-10-01", "filing_date": "2026-06-09", "carried_forward": false, "raum_total": 1743214664.0, "raum_discretionary": 105263158.0, "raum_non_discretionary": 1637951506.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 13, "advisory_employees": 8, "client_count_bucket": null, "clients_by_type": { "state_municipal": { "raum": 180775801.0, "count": 1 }, "pension_profit_sharing": { "raum": 832994574.0, "count": 3 }, "pooled_investment_vehicles": { "raum": 729444289.0, "count": 3 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "TX" ], "websites": [ "https://linkedin.com/company/swift-creek-real-estate-partners-llc", "https://swiftcreekpartners.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329614", "city_as_filed": "DALLAS", "url": "https://advisorcensus.com/firm/swift-creek-partners-dallas-tx-329614", "display_name": "Swift Creek Partners", "summary": "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.", "citation": "AdvisorCensus. Swift Creek Partners (CRD 329614): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Swift Creek Partners compensated?", "a": "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." }, { "q": "Where is Swift Creek Partners located?", "a": "Swift Creek Partners' principal office is in Dallas, TX, according to its Form ADV." }, { "q": "Is Swift Creek Partners registered with the SEC or a state?", "a": "Swift Creek Partners is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329614." }, { "q": "How much does Swift Creek Partners manage?", "a": "Swift Creek Partners reports $1,743,214,664 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (6% discretionary)." }, { "q": "How have Swift Creek Partners' assets and staff changed since 2024?", "a": "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." }, { "q": "What types of clients does Swift Creek Partners serve?", "a": "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)." }, { "q": "Does Swift Creek Partners report any disciplinary disclosures?", "a": "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" } ], "filing_history": [ { "period": "2024-10-01", "regulatory_assets_under_management": 1850446330.0, "total_employees": 12, "filing_date": "2024-05-21" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1806814188.0, "total_employees": 13, "filing_date": "2025-05-12" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1743214664.0, "total_employees": 13, "filing_date": "2026-06-09" } ], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/swift-creek-partners-dallas-tx-329614.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 3, "fewer_than_5": false, "raum": 729444289.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 3, "fewer_than_5": false, "raum": 832994574.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 1, "fewer_than_5": false, "raum": 180775801.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329614", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }