Turtle Creek Wealth Advisors, LLC
Turtle Creek Wealth Advisors, LLC is a Series C+ and buyout fund in the US writing $250K+ checks into Developer Tools, private-equity, private-real-estate and private-debt.
- Stages
- Series C+, buyout
- Sectors
- Developer Tools, private-equity, private-real-estate, private-debt
- Check size
- $250K+
- Invests in
- US-wide
- Actively investing
- Yes
- Founded
- 2022
- Assets under management
- $2.75B
- Website
- turtlecreekwealth.com
Thesis
Turtle Creek Wealth Advisors, LLC is a multi-family office established in 2022 in Dallas, Texas, managing over $2.75 billion in AUM. The firm offers a wide array of wealth management services, including investment advisory, tax and estate planning, risk management, and private investments. Their core investment strategy, 'The Focus Strategy,' is quantitative and aims to outperform the S&P 500 by concentrating on high-potential industries, emphasizing disciplined, probability-based decision-making to manage risk and maximize mathematical expectation. They focus on broad market performance with diversification rather than market timing or stock picking. The firm is active in private equity, private real estate, private debt, and infrastructure, suggesting an interest in growth and buyout stages. Their geographic focus is primarily the United States, with a strong emphasis on Texas. The minimum investment for their proprietary funds is $250,000, while core advisory services typically require clients to have at least $20,000,000 in investable liquidity.
Common questions
Does Turtle Creek Wealth Advisors, LLC invest at the Series C+ stage?
Yes. Turtle Creek Wealth Advisors, LLC lists Series C+ and buyout among the stages it invests in.
What check size does Turtle Creek Wealth Advisors, LLC write?
Turtle Creek Wealth Advisors, LLC writes $250K+ checks.
Where does Turtle Creek Wealth Advisors, LLC invest?
Turtle Creek Wealth Advisors, LLC invests in the US.