TOPTURN CAPITAL, LLC

Overview

Topturn Capital, LLC is an independent RIA that acts as a capital allocator for both individual/family and institutional clients. The firm offers comprehensive advisory services including financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of third-party advisers. Its fee model blends percentage-of-AUM fees with fixed fees, and the firm does not identify as an active ESG investor. Investment activity centers on externally managed pooled products and third-party strategies. Topturn favors public funds and mutual funds as the primary vehicle for portfolio construction while also allocating to alternative strategies through outside managers. The firm’s advisory model supports discretionary portfolio management for the majority of client assets, with a smaller non-discretionary sleeve. Topturn operates as a single-owner limited liability company and maintains an affiliation with an insurance company for industry activities.

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Public Holdings

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Location & Offices