Turner Capital Investments LLC

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Assets, Funds, Holdings

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Turner Capital Investments LLC
CRD #146134
SEC #801-120964
CIK #0001945170
AUM $106.9 MM (2024-08-22)
Employees 4 (50% Investors, 0% Brokers)
Phone855-678-8200
Address9442 Capital of Texas Hwy N
Austin, TX 78759
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
1209672482402009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 257 61.8
(b) Individuals (high net worth individuals) 69 44.1
(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 2 0.9
(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 4 0.2
(n) Other 0 0.0
Total 638 106.9
By Discretionary
Discretionary 638 106.9
Non-Discretionary 0 0.0
Total 638 106.9
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 106.8
Total 638 106.9
EDGAR Form CIK 2011 - 2024
D [0001945170]
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