DFX Intelligence

RIA Intelligence

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SEC-registered adviser

S•••• C•••• P•••••••

Other adviserDallas, TexasCRD 329614SEC 801-129406website IAPD

Legal name S•••• C•••• R••• E••••• P••••••• L••

Latest filing Jun 9, 2026

First filing on the tape Dec 22, 2023 · 7 filings

SEC status approved since Jan 22, 2024

RAUM

$1.7B

reported, Item 5.F

Discretionary

6.0%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

8 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

7 filings and snapshots on the tape

RAUM$1.7B as of Jun 9, 2026

Feb 28, 2025$1.9B then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Jun 9, 2026

Feb 28, 20250 then

Employees (5.A)13 as of Jun 9, 2026

Feb 28, 202512 then

Private funds1 as of Jun 9, 2026

Mar 31, 20261 then

RAUM -3.5% over the last fiscal yearIARs 0 to 0

Practice profile

derived from the filing of Jun 9, 2026; every figure names its basis

RAUM per advisor: unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: unknownderivedHNW RAUM over HNW clients
Average account: $249MderivedRAUM over accounts (5.F.2.f)
Discretionary: 6.0%derivedof RAUM
Institutional: 58%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year: -3.5%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, performance-basedreportedItem 5.E
Advisory activities: portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
receives research or other products from a broker-dealer, soft dollars (8.E)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pension and profit-sharing plans$833M48%
Pooled investment vehicles$729M42%
State and municipal entities$181M10%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: 3reported
Charitable clients: n/areported
Accounts: 7reported
Financial planning clients: 0reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.0 fund_share=0.42 institutional_share=0.58 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

F••••••••• S••••• R•••••• · Chief Executive Officercontrol
since 12/2023 · owns less than 5%
L••••••••• G••••••• S•••• · Senior Managing Directorcontrol
since 05/2024 · owns less than 5%
L•••••• M••••••• P••• · Executive Managing Directorcontrol
since 05/2024 · owns less than 5%
M••••••• A••• M••••••• · Chief Financial Officer & Chief Compliance Officercontrol
since 12/2023 · owns less than 5%
F••••••••• S••••• R•••••• · Trusteecontrol
since 08/2020 · owns 50% to 75% of T•• F••••••••• F••••• L••••• T••••
F••••••••• S••••• R•••••• · Managing Member, Class A Member
since 05/2024 · owns F of S•••• M••••••••• L••

Entity owners

M•• S•••• C•••• I••••••• L•• · Non-Managing Member
direct · owns 25% to 50%
S•••• M••••••••• L•• · Managing Member
direct · owns 50% to 75%
T•• F••••••••• F••••• L••••• T•••• · Class A Member
indirect · owns 50% to 75% of S•••• M••••••••• L••

Related persons

Schedule D 7.A

No related person reported.

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Accounts · 5 to 7
May 12, 2025 to Mar 31, 2026
Pension plan clients · 2 to 3
May 12, 2025 to Mar 31, 2026
Pooled vehicle clients · 2 to 3
May 12, 2025 to Mar 31, 2026
Private funds · unset to 1
May 12, 2025 to Mar 31, 2026
Discretionary RAUM · $0 to $105M
May 12, 2025 to Mar 31, 2026
Non-discretionary RAUM · $1.8B to $1.6B
May 12, 2025 to Mar 31, 2026
Pension RAUM · $743M to $833M
May 12, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $579M to $729M
May 12, 2025 to Mar 31, 2026
RAUM · $1.8B to $1.7B
May 12, 2025 to Mar 31, 2026
Financial planning clients · 0 to 0
Mar 31, 2025 to May 12, 2025
Advisory employees · 7 to 8
Feb 28, 2025 to Mar 31, 2025
Employees · 12 to 13
Feb 28, 2025 to Mar 31, 2025
Financial planning clients · unset to 0
Feb 28, 2025 to Mar 31, 2025
Discretionary RAUM · $536M to $0
Feb 28, 2025 to Mar 31, 2025
Non-discretionary RAUM · $1.3B to $1.8B
Feb 28, 2025 to Mar 31, 2025
Pension RAUM · $840M to $743M
Feb 28, 2025 to Mar 31, 2025
Pooled vehicle RAUM · $536M to $579M
Feb 28, 2025 to Mar 31, 2025
RAUM · $1.9B to $1.8B
Feb 28, 2025 to Mar 31, 2025
Accounts · 0 to 5
Dec 22, 2023 to May 21, 2024
Advisory employees · 8 to 7
Dec 22, 2023 to May 21, 2024
Business name · S•••• C•••• R••• E••••• P••••••• L•• to S•••• C•••• P•••••••
Dec 22, 2023 to May 21, 2024
Pension plan clients · unset to 2.0
Dec 22, 2023 to May 21, 2024
Pooled vehicle clients · unset to 2.0
Dec 22, 2023 to May 21, 2024
Employees · 14 to 12
Dec 22, 2023 to May 21, 2024
Discretionary RAUM · $0 to $536M
Dec 22, 2023 to May 21, 2024
Non-discretionary RAUM · $0 to $1.3B
Dec 22, 2023 to May 21, 2024
Pension RAUM · unset to 839816700.0
Dec 22, 2023 to May 21, 2024
Pooled vehicle RAUM · unset to 536162608.0
Dec 22, 2023 to May 21, 2024
RAUM · $0 to $1.9B
Dec 22, 2023 to May 21, 2024

Signals

3 dated events

Scott Gregory Laczkowski (Senior Managing Director) appeared on Schedule A of S•••• C•••• P•••••••
May 21, 2024 · Control person joined · fact
Paul Matthew Leyrer (Executive Managing Director) appeared on Schedule A of S•••• C•••• P•••••••
May 21, 2024 · Control person joined · fact
S•••• C•••• R••• E••••• P••••••• L•• filed its initial SEC registration (Form ADV)
Dec 22, 2023 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/swift-creek-real-estate-partners-llcreportedpublic record, Form ADV, Sep 21, 2026
Website: s•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 214-692-4200reportedpublic record, Form ADV, Jun 9, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Other adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026