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Turner Capital Investments LLC
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CRD # | 146134 |
SEC # | 801-120964 |
CIK # | 0001945170 |
AUM | $106.9 MM (2024-08-22) |
Employees | 4 (50% Investors, 0% Brokers) |
Phone | 855-678-8200 |
Address | 9442 Capital of Texas Hwy N Austin, TX 78759 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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D | [0001945170] |
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