J Matthew Newtown

Employer firm

Turtle Creek Wealth Advisors, LLC CRD 322998

$2.76B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2004 → 10/2017
  Endowment Advisers, L.P.
  Houston, TX
• 11/2002 → 10/2017
  Salient Advisors, L.P.
  Houston, TX
• 11/2008 → 08/2018
  Salient Capital L.P.
  Houston, TX
• 11/2002 → 09/2024
  Salient Partners, L.P.
  Houston, TX
• 01/2011 → 10/2017
  Salient Capital Advisors, Llc
  Houston, TX
• 08/2017 → 09/2024
  Salient Private Client, Llc
  Houston, TX
• 09/2018 → 09/2024
  Hightower Securities Llc
  Houston, TX
• 10/2024 → Present
  Turtle Creek Wealth Advisors
  Houston, TX

Previous Registrations

• 2018-11-29 → 2024-09-19
  Hightower Advisors, Llc
  Houston, TX
  Houston, TX
• 2017-08-10 → 2018-12-31
  Hightower Private Client
  Houston, TX
• 2003-02-20 → 2017-10-10
  Salient Advisors, L.P.
  Houston, TX
• 2006-05-23 → 2017-10-10
  Cypress Creek Partners
  Austin, TX
• 2011-02-04 → 2017-10-10
  Salient Capital Advisors, Llc
  Houston, TX
• 2006-11-13 → 2011-10-05
  Ghe Advisers, L.P.
  Houston, TX
• 2000-06-02 → 2002-12-04
  Hitherlane Partners, Llc
  Houston, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-08-17
• S65 Uniform Investment Adviser Law Examination
  1999-12-13

Other Names

• Matthew Newtown
• Matt Newtown
• Joseph Matthew Newtown