Sole Member · Swift Creek Partners
William M. Lamont
CRD 4240310 · Named on Form ADV at one SEC-registered adviser
At a glance
Swift Creek Partners, an SEC-registered asset manager based in Dallas, TX with $1.7 billion in regulatory assets, lists William M. Lamont on its Form ADV as Sole Member, a control person.
Firms and roles
- Swift Creek PartnersSole MemberAsset manager · Dallas, TX · $1.7B in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Scott R. FitzgeraldChief Executive Officer, Swift Creek Partners
- Ann M. MelaskyChief Financial Officer & Chief Compliance Officer, Swift Creek Partners
- Gregory S. LaczkowskiSenior Managing Director, Swift Creek Partners
- Matthew P. LeyrerExecutive Managing Director, Swift Creek Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.