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Turtle Creek Asset Management Inc.: investment adviser
Turtle Creek Asset Management Inc. is an investment adviser registered with the SEC (file 802-106654, CRD 271033). What it reports on Form ADV: assets and clients, fees, owners, disciplinary history and its client brochure. From the SEC's Investment Adviser Public Disclosure site; read Oct 21, 2026.
- Assets managed
- –
- Discretionary
- –
- Accounts
- –
- Employees
- –
- In advisory roles
- –
- Disclosures
- 0
Company page · SEC adviser record · Full Form ADV (PDF)
The firm reports no custody of client cash or securities.
Form ADV Part 1A, Item 5, as filed on the SEC Investment Adviser Public Disclosure site; read Oct 21, 2026.
Who owns it
Schedule A lists direct owners of 5% or more (and officers who own a stake); Schedule B lists the owners of those owners.
Indirect owners (Schedule B)
| Owner | Owns a stake in | Type | Stake | Control | Public company |
|---|---|---|---|---|---|
| Andrew Ralph Brenton | The Wood | Person | F General partner, trustee or managing member | Yes | |
| Dianne Elizabeth Cole | The Coldstream | Person | F General partner, trustee or managing member | Yes | |
| Gloria Sheila Cole | The Coldstream | Person | F General partner, trustee or managing member | Yes | |
| Jeffrey Andrew Cole | The Coldstream | Person | F General partner, trustee or managing member | Yes | |
| Jeffrey Scott Hebel | The Hebel Family | Person | F General partner, trustee or managing member | Yes | |
| CDR Investment Corporation | Tortoise Stream | Company (outside the U.S.) | C 25% to 50% | Yes | |
| Coldstream Holdings | Tortoise Stream | Company (outside the U.S.) | C 25% to 50% | Yes | |
| Otter Creek Holdings Inc. | Tortoise Stream | Company (outside the U.S.) | C 25% to 50% | Yes | |
| The Coldstream Family Trust | Coldstream | Company (outside the U.S.) | C 25% to 50% | Yes | |
| The Hebel Family Trust | CDR Investment | Company (outside the U.S.) | C 25% to 50% | Yes | |
| The Wood Brenton Family Trust | Otter Creek | Company (outside the U.S.) | C 25% to 50% | Yes |
Form ADV reports ownership in bands, not exact stakes: A means 5% to 10%, B 10% to 25%, C 25% to 50%, D 50% to 75%, E 75% or more. F marks a general partner, trustee or managing member, a role that controls the firm without a percentage. Owners of less than 5% are not listed.
Form ADV Schedules A and B, via the SEC Investment Adviser Public Disclosure site.
Disciplinary history
The firm answered No to every disciplinary question on Form ADV (Item 11).
The brochure
No brochure text was read for this firm.
Form ADV Part 2A, via the SEC Investment Adviser Public Disclosure site.