# TURNER INVESTMENTS, L.P.

TURNER INVESTMENTS, L.P. of BERWYN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 105954
- Type: SEC-registered investment adviser
- SEC file number: 801-36220
- Location: 1205 WESTLAKES DR, SUITE 100, BERWYN, PA, 19312-2414
- Phone: 484-329-2300
- Latest filing: 2016-07-06
- Regulatory AUM: $538.4M
- Discretionary AUM: $537.7M
- Non-discretionary AUM: $664K
- Clients: 29
- Accounts: 13

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| GRADY JOHN HENRY | CHIEF LEGAL OFFICER AND SECRETARY; CHIEF OPERATING OFFICER, CHIEF LEGAL OFFICER AND SECRETARY; CHIEF OPERATING OFFICER/CHIEF LEGAL OFFICER/SECRETARY | — |
| KNEELEY STEPHEN JOSEPH | CHIEF OPERATING OFFICER, PRESIDENT/SECRETARY; PRESIDENT; PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER | — |
| TURNER ROBERT EUGENE | CHAIRMAN; CHAIRMAN AND CHIEF INVESTMENT OFFICER - GROWTH EQUITIES; CHAIRMAN/CHIEF INVESTMENT OFFICER (+4 more) | — |
| TRALA THOMAS ROBERT | CHIEF FINANCIAL OFFICER AND TREASURER; CHIEF FINANCIAL OFFICER/TREASURER; CHIEF OPERATING AND FINANCIAL OFFICER, SECRETARY (+1 more) | — |
| TURNER MARK DAVID | PRESIDENT AND SR. PORTFOLIO MANAGER; SENIOR PORTFOLIO MANAGER; SENIOR PORTFOLIO MANAGER, FOUNDER (+3 more) | — |
| MCNALLY BRIAN FRANCIS | CHIEF LEGAL AND COMPLIANCE OFFICER; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, SECRETARY | — |
| MCHUGH CHRISTOPHER KEVIN | DIRECTOR, VICE PRESIDENT AND SR. PORTFOLIO MANAGER; SENIOR PORTFOLIO MANAGER; SENIOR PORTFOLIO MANAGER, FOUNDER (+1 more) | — |
| DEVER GLENN ALAN | CHIEF MARKETING OFFICER | — |
| MIDANEK JAMES IRA | CIO - FIXED INCOME | — |
| ROTE JANET RADER | DIRECTOR OF COMPLIANCE | — |
| EARLY ROGER ALLEN | CHIEF INVESTMENT OFFICER - FIXED INCOME; CIO - FIXED INCOME | — |
| NEGROTTI STEPHEN | PRESIDENT AND CEO | — |
| BAIRD ROBERT WILLIAM | CHIEF ACCOUNTING OFFICER & CHIEF COMPLIANCE OFFICER | — |


## Private funds (6)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| TURNER INTERNATIONAL GROWTH L.P. | Other Private Fund | — | 5 | $15.8M | $250K |
| TURNER GENESIS MASTER FUND L.P. | Other Private Fund | — | 10 | $6.1M | $250K |
| TURNER GENESIS L.P. | Other Private Fund | — | 9 | $5.6M | $250K |
| TURNER MARKET LEADERS L.P. | Other Private Fund | — | 8 | $3.8M | $250K |
| TURNER CONCENTRATED GLOBAL GROWTH L.P. | Other Private Fund | — | 2 | $1.1M | $250K |
| TURNER GENESIS OFFSHORE FUND, LTD. | Other Private Fund | — | 2 | $429K | $250K |


## Fund service providers (1)

- administrator: CITI HEDGE FUND SERVICES NORTH AMERICA, INC. — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105954/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105954/similar
- Related entities: https://search.stillhousedata.com/firm/105954/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105954

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.