RIA Intel›Advisers›Massachusetts›TURRET INVESTMENTS, LLC

TURRET INVESTMENTS, LLC

Advisory

MA

Data as of Jul 23, 2026 · Source: SEC Form ADV

Rank in MA

#991

of 1,590 advisers by AUM

Average account

$100M

across 1 accounts

AUM per adviser

$50M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 23, 2026.

Total AUM

$100M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$100M

Discretionary AUM$100M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

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CHARLES CARROLL FINANCIAL PARTNERS, LLC

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