Turnbridge Capital, LLC
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Learn more about Turnbridge Capital, LLC
Overview
Turnbridge Capital, LLC operates as a financial advisor company headquartered in Dallas, Texas. The firm has $328.8 million in assets throughout 13 customer accounts, making it a mid-tier firm in the nation by assets under management (AUM). The firm has a small group, including 5 financial advisors. Turnbridge Capital, LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as options, bonds and equities.
Turnbridge Capital, LLC manages all of the company's accounts in a discretionary manner. Discretionary management is a structure in which buy and sell judgments for the client's account are made by an investment advisor without needing to seek client permission. The company's typical account size is $25.3 million. An average financial advisor at Turnbridge Capital, LLC oversees around three client accounts, making it one of the most personalized advisor firms in the country.
The company's central office is at 200 Crescent Court, Dallas, Texas 75201. Turnbridge Capital, LLC is registered to provide services to investors in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Turnbridge Capital, LLC by the Numbers
$328.8 million
5
13
$25.3 million
Fee Structure
Financial advisory fees are based on the services provided. However, fee types charged by the firm likely consist of any blend of the following fee structures: asset-based or performance-based. The company does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles and state or municipal government entities. Out of its 13 customers, Turnbridge Capital, LLC's largest client by number of accounts is pooled investment vehicles. None of the firm's customers 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
Turnbridge Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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