J P Turner & Company Capital Management LLC

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J P Turner & Company Capital Management LLC
CRD #124446
SEC #801-67970
CIK #
AUM
Employees 152 (100% Investors, 100% Brokers)
Fees
Minimum
Phone404-479-8300
AddressOne Buckhead Plaza
Atlanta, GA 30305
Source [IAPD] [Website]
Total AUM ($M)
50040030020010002002200920172025
Type Form D Funds Date Sold AUM
PE Turner Investment Fund VIII 2015-03-30 3.7 M
PE Turner Investment Fund Xi 2015-03-30 6.8 M
PE PRMT Investment Group LLC [2013-03-19] 2.6 M
Offered $10,000,000 · Filed 2012-12-12 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Remaining $10,000,000 · Duration One year or less · Commission $600,000 · Revenue Decline to Disclose
PE Turner Investement Fund VI LLC [2012-03-28] 2.5 M
Offered $10,000,000 · Filed 2012-02-07 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Remaining $10,000,000 · Duration One year or less · Commission $600,000 · Revenue Decline to Disclose
PE Turner Investment Fund I [2012-03-28] 15.0 M
Offered $25,000,000 · Filed 2010-09-14 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Minimum $100,000 · Remaining $25,000,000 · Duration One year or less · Commission $2,500,000 · Revenue Decline to Disclose
PE Turner Investment Fund II [2012-03-28] 0.1 M
Offered $12,500,000 · Filed 2011-05-18 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Minimum $75,000 · Remaining $12,500,000 · Duration One year or less · Commission $750,000 · Revenue Decline to Disclose
PE Turner Investment Fund III [2012-03-28] 5.9 M
Offered $10,000,000 · Filed 2011-07-01 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Minimum $50,000 · Remaining $10,000,000 · Duration One year or less · Commission $600,000 · Revenue Decline to Disclose
PE Turner Investment Fund IV LLC [2012-03-28]
Offered $25,000,000 · Filed 2011-10-12 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Minimum $100,000 · Remaining $25,000,000 · Duration One year or less · Commission $1,500,000 · Revenue Decline to Disclose
PE Turner Investment Fund V LLC [2012-03-28] 11.2 M
Offered $25,000,000 · Filed 2011-12-27 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Remaining $25,000,000 · Duration One year or less · Commission $1,500,000 · Revenue Decline to Disclose
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3,037 451.9
By Discretionary
Discretionary 2,979 447.3
Non-Discretionary 58 4.6
Total 3,037 451.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 451.9
Total 3,037 451.9
Form D Directors Role # Filings # Firms 2011 - 2026
Joseph Walker Director, Executive Officer 46 4
Patrick Power Director, Executive Officer 29 3
Timothy McAfee Director, Executive Officer 9 2
William Mello Director, Executive Officer 9 2
Firm Profile (Form ADV)
Discretionary AUM$0.3B
Clients2,100 (1 non-US)
ServesInstitutional, Retail
Fund TypesPrivate Equity
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