Swift Creek Real Estate Partners Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $105M
- Clients
- 7
- Avg AUM / client
- $249M
- Accounts
- 7
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $729M | 41.8% |
| Pension and profit sharing plans | 3 | $833M | 47.8% |
| State or municipal government entities | 1 | $181M | 10.4% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fitzgerald, Scott, Randall | Chief Executive Officer | Dec 2023 (3y) | Less than 5% | |
| Melasky, Ann, Margaret | Chief Financial Officer & Chief Compliance Officer | Dec 2023 (3y) | Less than 5% | |
| Laczkowski, Gregory, Scott | Senior Managing Director | May 2024 (2y) | Less than 5% | |
| Leyrer, Matthew, Paul | Executive Managing Director | May 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Screp Management Llc | Managing Member | May 2024 | A | 50% – 75% |
| Msp Swift Creek Investor Llc | Non Managing Member | May 2024 | A | 25% – 50% |
| The Fitzgerald Family Living Trust | Class A Member | May 2024 | B | ≈ 25% – 56.25% via Screp Management Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The Fitzgerald Family Living Trust: 50% – 75% of Screp Management Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/09/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 09, 2026.
View current Form ADV (SEC/IAPD) ↗