RIA Intel›Advisers›Pennsylvania›TURNER INVESTMENTS, L.P.

TURNER INVESTMENTS, L.P.

Advisory

N·BERWYN, PA

Data as of Jul 6, 2016 · Source: SEC Form ADV

Total AUM

$538M

1-Year AUM Growth

-28.7%

3-Year CAGR

-58.4%

Employees

13

Assets Under Management

Total AUM$538M

Discretionary AUM$538M

Non-Discretionary AUM$664K

Discretionary %99.9%

Total Clients—

Team

Total Employees13

Investment Advisers29

Employee Growth (1Y)—

Filing History

Total Filings on Record39

First FilingJan 30, 2001

Latest FilingJul 6, 2016

🔒 Full AUM trend chart and 39 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TURNER INVESTMENTS, L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.