SOLANA BEACH, CACRD 327421Latest ADV March 25, 2026
First Turn Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Solana Beach, CA. Its latest Form ADV filing, dated March 25, 2026, reports $900M in regulatory assets under management, 4 employees, and 4 accounts.
Assets Under Management
$900M
Employees
4
Offices
--
Total Clients
<5
Primary office
SOLANA BEACH, CA
674 VIA DE LA VALLE, SUITE 308, SOLANA BEACH, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 75.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
75.0%
3
2
Sovereign Wealth
25.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$900Mas of March 25, 2026
Discretionary100.0%
$900M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$900M
Total Accounts4
10Y AUM Change+$900M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee1:1
10Y Employee Change+2 (+100.0%)
* 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.