TURN/RIVER MANAGEMENT, L.P.

555 Mission Street
Suite 1750
San Francisco, California 94105
Tel: 415-858-0910

About TURN/RIVER MANAGEMENT, L.P.

TURN/RIVER MANAGEMENT, LP, formally registered with the SEC as TURN/RIVER MANAGEMENT, LP. The firm was established in 07/27/2018. They have over 1 offices throughout the country.

TURN/RIVER MANAGEMENT, L.P. is a San Francisco, California based Financial Planning firm with nearly $2,686,640,180 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 61 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165897
SEC#	801-113765
Assets Managed by Firm	$2,686,640,180
No. of Clients	16
No. of Advisors	61

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	16	$2,686,640,180

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