Disclosures

ADV

The ADV is the form used by Investment Advisers to register with the Securities and Exchange Commission and state securities authority as well as disclose material information about its business to its clients. It consists of Part 1, Part 2A and 2B.

Additional Resources

Investment Advisers Association
Texas Bankers Association
SEC Investor Website
Texas Department of Banking

1. ADV Part 1 is made public on the website
www.adviserinfo.sec.gov

2. ADV Part 2A Turtle Creek Management,
LLC ADV Part2A

3. ADV Part 2B
Mark E. Lanyon | R. Craig Knocke | Philip C.W. Kistler

4. Client Relationship Summary
TCM Form CRS - 2024

Privacy Policy

Turtle Creek Management, LLC Privacy Policy

Texas Consumer Complaint Notice

Texas law requires a bank, foreign bank, bank holding company, or trust company that is chartered, licensed, or registered by the Texas Department of Banking under the Finance Code to provide notice to its consumers of how to file complaints.

Consumer Complaint Notice