TURNBRIDGE CAPITAL, LLC
Firm details
- Headquarters
- LITTLE ELM, Texas
- CRD number
- 169843
- Registered since
- January 2, 2014
- Website
- www.turnbridgecapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles95.26%
- Other2.96%
- State / Municipal Government1.78%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Turnbridge Capital, LLC is organized as a limited liability company that registers as an investment adviser and operates primarily as a private equity fund sponsor and manager. The firm provides portfolio management for pooled investment vehicles and serves an institutional client base. It acts as sponsor, general partner and managing member of those pooled vehicles rather than functioning as a traditional capital allocator. Compensation includes both a percentage-of-assets fee and performance-based fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
1 of 1COLLIN MARTIN
Chief Compliance Officer / Chief Financial OfficerCRD 7892187
Contacts
3 of 6JAY SWEEZEY
FounderCRD 1036927
CHARLES COX
PrincipalCRD 2269465
TODD TOMLIN
Managing PartnerCRD 2723746
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LITTLE ELM, TX
DENTON
Location
LITTLE ELM, TX
Headquartered in LITTLE ELM, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DENTON
- Address
- 2601 Little Elm Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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