Form D · Private Equity Fund
TCWA Turns, LLC
Dallas, TX · CIK 0002011255
Offering snapshot reported Feb 27, 2024 · SEC filing
- Reported sold
- $8.4M Indefinite offering
- Investors reported
- 16 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Feb 7, 2024 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 27, 2024 | Initial | $8,400,000 | No comparison | 16 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-506130
Source: Form D, filed Feb 27, 2024. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
TCWA TURNS, LLC
Investment adviser: TURTLE CREEK WEALTH ADVISORS, LLC
- Gross asset value
- $3.07M
- Beneficial owners
- 16
- ADV minimum commitment
- $10K
Reported in Form ADV on Aug 5, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
ELLIOT DAVIS LLC
PCAOB 149
Filing source
Form ADV 2120142 · Aug 5, 2026 · Schedule D 7.B.(1), fund 805-2654161277
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Benjamin Carter | Executive |
| Dale Cloud | Executive |
| Gregory Kalb | Executive |
| Alan L. Miller | Executive |
| John Reilly | Executive |
| . Turtle Creek Capital, Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Dallas, TX, 75201