Turtle Creek Management , Llc
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.
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Verified contacts
7
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
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Distinct roles
6
indexed titles
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Monthly traffic
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- ML
Mark Lanyon
Senior Vice President, Portfolio Manager and Director of Research · Other
EmailPhone - BL
Brandy Lottman
Turtle Creek Management, Llc · Other
EmailPhone - KD
Katherine Deweese
Office Administrator · Operations
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Top roles at Turtle Creek Management , Llc
6 distinct titles indexed · top 6 shown.
- 2trust associate
- 1client service associate
- 1office administrator
- 1property manager
- 1senior vice president, portfolio manager and director of research
- 1turtle creek management, llc
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