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TURN/RIVER MANAGEMENT, L.P.

SAN FRANCISCO, CA · CRD 165897 · IAPD ↗ · turnriver.com · 415-858-0910

$6.59BRegulatory AUM
87Advisory reps
99Employees
0Clients
0Planning clients
20Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — TURN/RIVER MANAGEMENT, L.P. reported RAUM up 36% ($4.86B -> $6.59B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — TURN/RIVER MANAGEMENT, L.P. grew from 62 to 87 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2025 — TURN/RIVER MANAGEMENT, L.P. reported RAUM up 81% ($2.69B -> $4.86B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2025 — TURN/RIVER MANAGEMENT, L.P. grew from 55 to 62 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
62
April 2024 — TURN/RIVER MANAGEMENT, L.P. grew from 48 to 55 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.