FIRST TURN MANAGEMENT, LLC of SOLANA BEACH, CA is an SEC-registered investment adviser (CRD 327421). Regulatory assets under management: $900.1M.
Compensation: % of AUM, Performance.
Clients served: High net worth, Pooled vehicles, Investment cos.
| 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 | — |