Topturn Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carmel, CA. Its latest Form ADV filing, dated March 30, 2026, reports $187M in regulatory assets under management, 5 employees, and 318 accounts.
Assets Under Management
$187M
Employees
5
Offices
--
Total Clients
106
Primary office
CARMEL, CA
200 CLOCK TOWER PLACE, SUITE B208, CARMEL, CA, United States
Top client segmentHNWI represent 42.5% of total clients.
Top client categories% of clientsClients
1
HNWI
42.5%
45
2
Individuals
35.8%
38
3
Charitable
8.5%
9
4
Corporations
7.5%
8
5
Pension Plans
5.7%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$187Mas of March 30, 2026
Discretionary89.2%
$167M
89% of total RAUM89.2%
Non-discretionary10.8%
$20M
11% of total RAUM10.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$187M
Total Accounts318
10Y AUM Change+$81M (+76.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee21:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.