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SWIFT CREEK PARTNERS

DALLAS, TX · CRD 329614 · IAPD ↗ · swiftcreekpartners.com · 214-692-4200

$1.74BRegulatory AUM
8Advisory reps
13Employees
0Clients
0Planning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — SWIFT CREEK PARTNERS now reports 1 private fund(s) ($105.3M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
65
July 2024 — SWIFT CREEK PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
February 2024 — SWIFT CREEK PARTNERS (DALLAS, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.