# FIRST TURN MANAGEMENT, LLC

FIRST TURN MANAGEMENT, LLC of SOLANA BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 327421
- Type: SEC-registered investment adviser
- SEC file number: 801-128649
- Location: 674 VIA DE LA VALLE, SUITE 308, SOLANA BEACH, CA, 92075
- Phone: 310-902-0958
- Latest filing: 2026-03-25
- Regulatory AUM: $900.1M
- Discretionary AUM: $900.1M
- Clients: 4
- Accounts: 4

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Lisa Gable Wheatley | DIRECTOR, MANAGING PARTNER & PORTFOLIO MANAGER; MANAGER | Del Mar, CA |
| Gold David | MANAGING MEMBER | Palm Desert, CA |
| Catherine Revelle Newcomb | CHIEF COMPLIANCE OFFICER | — |
| Tracy Austin Murphy | DIRECTOR | — |
| Stephen Allyn Rosetta | DIRECTOR | — |
| Wheatley Lisa Gable | DIRECTOR, MANAGING PARTNER & PORTFOLIO MANAGER; MANAGER | — |
| NEWCOMB CATHERINE REVELLE | CHIEF COMPLIANCE OFFICER | — |
| MURPHY TRACY AUSTIN | DIRECTOR | — |
| ROSETTA STEPHEN ALLYN | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327421/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327421/similar
- Related entities: https://search.stillhousedata.com/firm/327421/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327421

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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.