Turn/River Management, L.P
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Overview
Turn/River Management, L.P operates as a financial advisor firm located in San Francisco, California. It manages $2.4 billion in total assets over 16 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management (AUM). The firm has an average-sized team, including 48 financial advisors. Turn/River Management, L.P is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as bonds, stocks and options.
Turn/River Management, L.P manages all of the company's accounts on a discretionary basis. Discretionary management signifies that transaction judgments are made by an investment advisor without needing to seek client consent. Turn/River Management, L.P's average account size is $152.5 million. An average financial advisor at Turn/River Management, L.P manages fewer than one client account, placing it among the most individualized financial advisor firms in the country.
Turn/River Management, L.P's main office is at 555 Mission Street, San Francisco, California 94105. The company is allowed to provide services to customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Turn/River Management, L.P by the Numbers
$2.4 billion
57
16
$152.5 million
Fee Structure
Financial management fees typically depend on which services the firm provides the client. However, fee types charged by the firm likely consist of some combination of the following fee structures: asset-based, performance-based or other. The firm does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company provides services to pooled investment vehicles. Out of its 16 customers, Turn/River Management, L.P's largest client group by number of accounts is pooled investment vehicles. None of its clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Turn/River Management, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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