Insights

Investment Expertise Turtle Creek Management specializes in high-net-worth investment advisory services with over 2.8 billion dollars in assets under management, indicating a strong capacity for personalized wealth management solutions and opportunities to offer tailored financial products.

Trust and Fiduciary Services The company’s trust subsidiary, established in 2009 and regulating by the Texas Department of Banking, provides trusted fiduciary services to high-net-worth families, presenting opportunities to cross-sell estate planning, trust management, and related wealth transfer services.

Tech Stack Utilization Using a modern technology stack including WordPress, Google Analytics, and PHP, Turtle Creek Management demonstrates an openness to digital marketing and data-driven client engagement strategies, suggesting potential for expanding digital outreach and analytics solutions.

Growth Potential With revenue between one and ten million dollars and a lean team of fewer than 50 employees, there is significant scope for strategic partnerships or service upgrades aimed at scaling operations or enhancing client experience.

Market Positioning Positioned among well-known financial services firms with a boutique focus, Turtle Creek Management presents an accessible opportunity for complementary services in boutique investment advisory, trust services, and personalized wealth solutions targeting high-net-worth clients.

Turtle Creek Management , LLC Tech Stack

Turtle Creek Management , LLC uses 8 technology products and services including RSS, WordPress, oEmbed, and more. Explore Turtle Creek Management , LLC's tech stack below.

  • RSS
    Content Management System
  • WordPress
    Content Management System
  • oEmbed
    Dev Tools
  • Google Fonts API
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics

Media & News

Turtle Creek Management , LLC's Email Address Formats

Turtle Creek Management , LLC uses at least 1 format(s):
Turtle Creek Management , LLC Email FormatsExamplePercentage
FLast@turtlecreekdallas.comJDoe@turtlecreekdallas.com
87%
FMLast@turtlecreekdallas.comJMDoe@turtlecreekdallas.com
6%
First@turtlecreekdallas.comJohn@turtlecreekdallas.com
7%

Frequently Asked Questions

Where is Turtle Creek Management , LLC's headquarters located?

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Turtle Creek Management , LLC's main headquarters is located at 3838 Oak Lawn Avenue Dallas, Texas 75219 United States. The company has employees across 1 continents, including North America.

What is Turtle Creek Management , LLC's official website and social media links?

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Turtle Creek Management , LLC's official website is turtlecreekdallas.com and has social profiles on LinkedIn.

What is Turtle Creek Management , LLC's SIC code NAICS code?

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Turtle Creek Management , LLC's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Turtle Creek Management , LLC have currently?

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As of April 2026, Turtle Creek Management , LLC has approximately 15 employees across 1 continents, including North America. Key team members include Founder: T. A.Chairman: P. D.Senior Vice President, Portfolio Manager And Director Of Research: M. L.. Explore Turtle Creek Management , LLC's employee directory with LeadIQ.

What industry does Turtle Creek Management , LLC belong to?

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Turtle Creek Management , LLC operates in the Financial Services industry.

What technology does Turtle Creek Management , LLC use?

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Turtle Creek Management , LLC's tech stack includes RSSWordPressoEmbedGoogle Fonts APIjQuery MigrateModernizrPHPGoogle Analytics.

What is Turtle Creek Management , LLC's email format?

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Turtle Creek Management , LLC's email format typically follows the pattern of FLast@turtlecreekdallas.com. Find more Turtle Creek Management , LLC email formats with LeadIQ.

When was Turtle Creek Management , LLC founded?

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Turtle Creek Management , LLC was founded in 2006.

Turtle Creek Management , LLC

Financial ServicesTexas, United States11-50 Employees

Turtle Creek Management, LLC is independently owned and managed by two principals and has no affiliation with any outside broker-dealer. The firm is exclusively in the business of providing investment advisory services to clients. Since its initial founding, the firm has grown to over $2.8 billion in assets under management. As a Registered Investment Advisor (RIA) the firm is registered with the Securities and Exchange Commission (SEC).

In 2009, Turtle Creek Trust Company, LTA (TCTC) was established to provide trust services to a group of high net-worth families and individuals. The trust capability is a valuable complement to investment management clients who can utilize the services of a professional fiduciary as needed. The Texas Department of Banking granted the charter to TCTC and is the primary regulator for the trust operations.

Section iconCompany Overview

Headquarters
3838 Oak Lawn Avenue Dallas, Texas 75219 United States
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Turtle Creek Management , LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Turtle Creek Management , LLC's revenue is estimated to be in the range of $1M$10M

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