Skip to main content
Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Texas HQ: Dallas, TX

Turtle Creek Wealth Advisors

$2.6B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($186.4M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Private Equity, Buyout, Venture Capital, Fund of Funds (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
17
5 Open Source Trails Below
Sum of Disclosed Rows
$186.4M
Total AUM: $2.6B
Median Disclosed Amount
$11.5M
Range: $5.0M – $15.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Turtle Creek Wealth Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Blackstone Real Estate Partners V.TE.2, LPAdviser 7.B Vehicle Real Estate 2025
$8.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Mesirow Financial Private Equity IXAdviser 7.B Vehicle Fund of Funds 2025
$14.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Pimco Commercial Real Estate Debt Fund VAdviser 7.B Vehicle Real Estate 2025
$12.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blackstone Green Private Equity Fund IIIAdviser 7.B Vehicle Buyout 2025
$11.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Tenex Capital Partners III, L.P.Adviser 7.B Vehicle Buyout 2025
$11.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Turtle Creek Wealth Advisors

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Turtle Creek Wealth Advisors (Family Office / MFO, $2.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 13.2% Actual; $74.1M Unallocated Target Bandwidth). SEC Form ADV (801-127123, CRD #322998) verified $2.65B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-17

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Turtle Creek Wealth Advisors

441 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Turtle Creek Wealth Advisors (17 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 5 Shared Vehicles

Pinebridge Investments

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Real Estate Partners V.TE.2, LP (2025 Vintage)
Turtle Creek Wealth Advisors: $8.0M · SEC Form ADV 7.B
Pinebridge Investments: $91.2M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Real Estate Partners IX.TE.1 LP (2024 Vintage) · Blackstone Property Partners Europe VIII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Bennington Glencoe Sandberg Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Real Estate Partners IX.TE.1 LP (2024 Vintage)
Turtle Creek Wealth Advisors: $12.8M · SEC Form ADV 7.B
Bennington Glencoe Sandberg Mutual & Casualty Insurance General Account: $112.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blackstone Real Estate Partners V.TE.2, LP (2025 Vintage) · Blackstone Property Partners Europe VIII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Darien Briarcliff Worthington Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Property Partners Europe VIII (2024 Vintage)
Turtle Creek Wealth Advisors: $10.5M · SEC Form ADV 7.B
Darien Briarcliff Worthington Industrial Consolidated Master Retirement Trust: $42.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blackstone Real Estate Partners V.TE.2, LP (2025 Vintage) · Blackstone Real Estate Partners IX.TE.1 LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+438 Additional Institutional LPs Report Shared Vehicles with Turtle Creek Wealth Advisors

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Turtle Creek Wealth Advisors

You are viewing 5 open public preview records (out of 17 total tracked records for Turtle Creek Wealth Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (441 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Turtle Creek Wealth Advisors and our interactive GP workspace.

Strategies Disclosed by Turtle Creek Wealth Advisors

Real Estate LPs →Private Equity LPs →Buyout LPs →Venture Capital LPs →Fund of Funds LPs →

Frequently Asked Questions: Turtle Creek Wealth Advisors

What type of institutional allocator is Turtle Creek Wealth Advisors and what is their typical disclosed ticket size?

Turtle Creek Wealth Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: Texas; Headquarters: Dallas, TX). Across 17 historical disclosure records tracked on Prilago ($186.4M total parsed USD across disclosed rows), the median disclosed amount is $11.5M (range: $5.0M to $15.6M).

Which private-market strategies appear in Turtle Creek Wealth Advisors's public disclosures?

Turtle Creek Wealth Advisors has disclosed records across Real Estate, Private Equity, Buyout, Venture Capital, Fund of Funds. Open preview records include Blackstone Real Estate Partners V.TE.2, LP (2025 Vintage), Mesirow Financial Private Equity IX (2025 Vintage), Pimco Commercial Real Estate Debt Fund V (2025 Vintage), Blackstone Green Private Equity Fund III (2025 Vintage).

How are Turtle Creek Wealth Advisors's historical records substantiated and separated from active searches on Prilago?

Records for Turtle Creek Wealth Advisors cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Turtle Creek Wealth Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/turtle-creek-wealth-advisors or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Turtle Creek Wealth Advisors?

In Prilago's bilateral commitment graph, Turtle Creek Wealth Advisors shares resolved underlying fund vehicles with 441 institutional LPs across 17 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Pinebridge Investments (5 shared vehicles, e.g. Blackstone Real Estate Partners V.TE.2, LP (2025 Vintage)), Bennington Glencoe Sandberg Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. Blackstone Real Estate Partners IX.TE.1 LP (2024 Vintage)), Darien Briarcliff Worthington Industrial Consolidated Master Retirement Trust (5 shared vehicles, e.g. Blackstone Property Partners Europe VIII (2024 Vintage)).

Related Family Office / MFO & Texas Institutional LPs

University of Texas (UTIMCO) (562)Texas Municipal (TMRS) (435)Texas Teachers (TRS) (407)Dallas Police & Fire (DPFP) (74)Houston Firefighters (HFRRF) (50)Teachers' Retirement System of Oklahoma (OTRS) (38)COAERS (Austin City Employees) (36)Brighton Jones (32)Btg Pactual Asset Management US (32)Comal Battenkill Sutherland Mutual & Casualty Insurance General Account (32)