# Swift Creek Partners

> 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.

- CRD: 329614
- Filed as: SWIFT CREEK PARTNERS
- Legal name: Swift Creek Real Estate Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329614
- AdvisorCensus page: https://advisorcensus.com/firm/swift-creek-partners-dallas-tx-329614

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,743,214,664
- Discretionary: $105,263,158
- Non-discretionary: $1,637,951,506

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $729,444,289 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $832,994,574 |
| State or municipal government entities (including government pension plans) | 1 | $180,775,801 |

### 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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 13 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- swiftcreekpartners.com
- LinkedIn @swift-creek-real-estate-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $1,850,446,330 | 12 | May 21, 2024 |
| October 2025 | $1,806,814,188 | 13 | May 12, 2025 |
| October 2026 | $1,743,214,664 | 13 | June 9, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Swift Creek Partners (CRD 329614): Form ADV filing data as of October 2026.