Mandate & appetite
- Preferred strategies
- Core Plus, Opportunistic, Value Add
- Target geographies
- North America
- Typical ticket
- $2m–$10m
- AUM
- $2.76B
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Turtle Creek Wealth Advisors, a Texas-based boutique multi-family office with offices in Dallas, Austin, San Antonio, and Houston, provides customized investment advisory, tax and estate planning, and family office services. They invest across private equity, real estate, oil and gas, healthcare, and ranching sectors, emphasizing direct partnerships and comprehensive asset management.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals, dated and attributed
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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