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FIRST TURN MANAGEMENT, LLC

SOLANA BEACH, CA · CRD 327421 · IAPD ↗ · 310-902-0958

$900.1MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
April 2026 — FIRST TURN MANAGEMENT, LLC reported RAUM up 68% ($536.6M -> $900.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
April 2025 — FIRST TURN MANAGEMENT, LLC moved its main office from DEL MAR, CA to SOLANA BEACH, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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