DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Private Equity
Dallas, TX
At Turtle Creek Wealth Advisors we produce highly customized investment advisory, tax and estate planning and family office services.
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built and rebuilt at most every 15 minutes.
| Fund | Vintage | Lifecycle | ADV type | Form D sold | GAV | LPs |
|---|---|---|---|---|---|---|
| Tcwa Esperanza Gom, LLC | 2024 | Unknown | Private Equity Fund | n/a | $0 | 0 |
| Tcwa Turns, LLC | 2024 | Unknown | Private Equity Fund | n/a | $0 | 0 |
Also named here, with no published line of their own (reach them through the firm): Margaret Elizabeth McKissack (Director of Philanthropy), Dale Littleton Cloud (Chief Operating Officer, Elected Manager), Monica Eaker (Chief Compliance Officer), Jack Reilly, CFA, CPA (Chief Investment Officer), Ben Carter (Wealth Strategist | Partner), Katie Clements (Service Advisor), Emily Clock (Family Advisor | Partner), Lupita Harris (Service Advisor), Nancy Joyner (Family Office and Concierge Director), Greg Kalb (Investment Advisor | Partner), Matt Kelley, CPA (Tax Strategist | Partner), Pete Lodwick (Partner).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan