Asset manager · Dallas, TX
Swift Creek Partners
Swift Creek Real Estate Partners LLC · SEC-registered investment adviser · CRD 329614 · SEC 801-129406
At a glance
Swift Creek Partners is an SEC-registered investment adviser based in Dallas, Texas, with $1.7 billion in regulatory assets under management as of its Form ADV filed June 9, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 1,109th of 3,218 asset managers and 3,924th of 17,210 SEC-registered advisers by assets.
Main office 214-692-4200swiftcreekpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.7B
- Rank among asset managers
- #1,109 of 3,218
- Rank among all SEC RIAs
- #3,924 of 17,210
- Rank in Texas
- #217 of 1,081
- Clients
- 7
- Accounts
- 7
- Discretionary
- 6% of AUM
- Employees
- 13
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- Scott R. FitzgeraldChief Executive Officer
- Ann M. MelaskyChief Financial Officer & Chief Compliance Officer
- Gregory S. LaczkowskiSenior Managing Director
- Matthew P. LeyrerExecutive Managing Director
Custody and brokerage
Custodian
Swift Creek Partners’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 3 | $833M | 48% |
| Pooled investment vehicles | 3 | $729M | 42% |
| State or municipal government entities | 1 | $181M | 10% |
Private funds
Swift Creek Partners reports 1 private funds with $105M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Swift Creek Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗swiftcreekpartners.com ↗
AtlasMembers
The full record on Swift Creek Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 932 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Swift Creek Partners manage?
Swift Creek Partners reports $1.7 billion in regulatory assets under management across 7 accounts, 6% of it on a discretionary basis, on its Form ADV filed June 9, 2026.
What kind of firm is Swift Creek Partners?
Swift Creek Partners is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Swift Creek Partners’s clients?
By assets, its largest client types are pension and profit sharing plans ($833 million, 3 clients); pooled investment vehicles ($729 million, 3 clients); state or municipal government entities ($181 million, 1 clients).
Does Swift Creek Partners manage private funds?
Yes. It reports 1 private funds with $105 million in gross assets, including real estate funds.
Does Swift Creek Partners have any disciplinary history?
Swift Creek Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Swift Creek Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-09), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →