Data / Investment advisers / California / First Turn Management, LLC
First Turn Management, LLC, Solana Beach, CA: $900 million AUM, SEC registered investment adviser
First Turn Management, LLC is an SEC registered investment adviser with its main office in Solana Beach, California and reports $900 million in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include sovereign wealth funds and foreign official institutions and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 327421
- SEC file number
- 801-128649
- SEC status
- Approved, effective August 28, 2023
- Main office
- 674 Via de LA Valle Suite 308, Solana Beach, CA 92075
- Phone
- (310) 902-0958
- Regulatory AUM
- $900,123,029 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $900,123,029
- Accounts
- 4
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 2 hedge funds
- Gross assets of private funds
- $36,279,712
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Sovereign wealth funds and foreign official institutions | 1 | $807 million |
| Pooled investment vehicles | 3 | $93.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $900.1 million | March 25, 2026 |
| December 1, 2025 | $536.6 million | April 17, 2025 |
Other advisers in Solana Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Informed Momentum Company LLC | Solana Beach | $1.49 billion | Not listed | adviserinfo.sec.gov |
| Focus Investment Advisors, Inc | Solana Beach | $956.2 million | Not listed | adviserinfo.sec.gov |
| Blankinship & Foster, LLC | Solana Beach | $939.5 million | Not listed | adviserinfo.sec.gov |
| Tide Rock Leverageco Manager, LLC | Solana Beach | $908.9 million | 3 | adviserinfo.sec.gov |
| Global Imc LLC | Solana Beach | $790 million | 2 | adviserinfo.sec.gov |
| Karmel Capital Management LLC | Solana Beach | $636.1 million | 9 | adviserinfo.sec.gov |
| DLK Investment Management | Solana Beach | $524 million | Not listed | adviserinfo.sec.gov |
| D. M. Brenner, Inc. | Solana Beach | $193.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Solana Beach, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving sovereign wealth funds and foreign official institutions
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- First Turn Management, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.