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TURNSPIRE CAPITAL PARTNERS LLC

NEW YORK, NY · CRD 311053 · IAPD ↗ · 646-558-1617

$508.9MRegulatory AUM
7Advisory reps
11Employees
0Clients
n/aPlanning clients
13Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — TURNSPIRE CAPITAL PARTNERS LLC now reports custody of client assets ($1.02B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2025 — TURNSPIRE CAPITAL PARTNERS LLC crossed $500M in regulatory AUM ($473.3M -> $504.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
83
August 2024 — TURNSPIRE CAPITAL PARTNERS LLC (NEW YORK, NY) is newly SEC-registered with $473.3M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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