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| Happy Holidays!! thanks for using AUM13F!! |
| Topturn Capital LLC
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| CRD # | 151464 |
| SEC # | 801-70572 |
| CIK # | |
| AUM | $178.4 M (2025-03-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 831-324-0481 |
| Address | 40 Ragsdale Drive Monterey, CA 93940 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Omnistrat Fund LP | [2012-03-30] | 15.4 | 0.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 4.5 |
| (b) Individuals (high net worth individuals) | 61 | 132.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.3 |
| (g) Pension and profit sharing plans | 22 | 20.0 |
| (h) Charitable organizations | 8 | 18.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 336 | 178.4 |
| By Discretionary | ||
| Discretionary | 293 | 160.2 |
| Non-Discretionary | 43 | 18.1 |
| Total | 336 | 178.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 178.4 | |
| Total | 336 | 178.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Greg Stewart | 9 | ||
| Dan Darchuck | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AIS Capital Management LP
✚
|
CT | 0.2 |
|
Santiago Capital LLC
✚
|
0.2 | |
|
Osbon Capital Management LLC
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|
MA | 0.2 |
|
Blueheel
✚
|
TX | 0.2 |
|
Jason A Prattes Financial Inc
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|
CA | 0.2 |
|
EMC Capital Management LLC
✚
|
TX | 0.2 |
|
Crystal Rock Capital Management LLC
✚
|
IL | 0.2 |
|
Steinberg Asset Management LLC
✚
|
NY | 0.2 |
|
Oberon Asset Management LLC
✚
|
NY | 0.2 |
|
Lieblong & Associates Inc
✚
|
AR | 0.2 |