AdFi
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Swift Creek Partners

SEC Registered

Strategic Vision, Value Creation, Timely Execution

Dallas, TXhttps://swiftcreekpartners.com214-692-4200
Assets Under Management
$1B–$5B
Year Founded
2024
Employees
13
Office Locations
1 office
Total Accounts
7

About the firm

Swift Creek Real Estate Partners is an independent, SEC Registered management-controlled real estate investment firm that targets acquiring, developing, repositioning, and managing real estate assets. Swift Creek Partners provides real estate investment advisory services and co-investment capital to partner with institutional and high net worth clients through private equity vehicles and separately managed accounts. In 2024, Swift Creek Partners was formed as a new independent real estate investment firm by the executives and employees of Sarofim Realty Advisors, which was founded in 1982.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled VehiclesPension/Profit Sharing

Areas of expertise

Real Estate Private EquityIndustrialMultifamilyRetailOfficePrivate FundsSeparately Managed AccountsValue-addCore PlusDevelopmentAcquisitions+1 more

Services

Real estate investment advisory services and co-investment capital through private equity vehicles and separately managed accounts, including open-end and closed-end commingled funds and discretionary and nondiscretionary separately managed accounts; active strategies in industrial, multifamily, retail, and office markets throughout the United States

Private funds / alternatives
Real Estate

Who they serve

Institutional and high net worth clients, as well as public and private institutional investors

Client segmentClientsAssets managed
Pension/Profit Sharing Plans3$729M
Charitable Organizations3$833M

Leadership

Scott Randall Fitzgerald
CHIEF EXECUTIVE OFFICER & SOLE MEMBER
Ann Margaret Melasky
CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
TX
DallasHQ

Regulatory & compliance

CRD number
#329614
SEC Number
801-129406
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Swift Creek Partners has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Swift Creek Partners in Dallas, TX | AdvisorFinder