TURNCAP MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BEACHWOOD, Ohio
CRD number
312488
Registered since
December 14, 2023

Firm profile

FINTRX

Overview

Turncap Management LLC is a small, privately structured investment advisor that focuses on real estate and private placement activity. The firm operates as a sponsor, general partner and managing member of pooled investment vehicles, running at least one pooled real estate vehicle. Its investment footprint is concentrated in direct and fund-based real estate exposure and in private placement opportunities rather than broad public market strategies. Turncap’s registration with the SEC in 2023 signals the firm moved into a regulated advisory role recently, while remaining single-office and not positioned as a multi-state advisory platform. The firm’s activity profile points to manager-driven allocations: sourcing or sponsoring real estate assets, packaging them into a fund vehicle, and providing active oversight as GP/manager. That setup typically means the firm’s investment decisions emphasize asset-level underwriting, capital structuring for transactions, and operational value creation at the property or portfolio level rather than passive indexing or wide equity/ETF rotation.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • JAMES DOYLE

    Managing PartnerCRD 7363921

  • JON PINNEY

    Managing PartnerCRD 7328725

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BEACHWOOD, OH

CUYAHOGA

Location

BEACHWOOD, OH

Headquartered in BEACHWOOD, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
3900 Park East Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth