TURNING ROCK PARTNERS, L.P.

RIASEC RegisteredEst. 2017
Total AUM
$1.4B
Discretionary
$1.4B
99% of AUM
Avg account
$125M
Accounts
11
Employees
21
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
287608
Registered since
October 27, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.12%
  • Other0.88%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Turning Rock Partners, L.P. is a limited partnership formed as an SEC-registered adviser in 2017 that operates primarily as a manager of pooled investment vehicles and as a sponsor/GP/managing member for those vehicles. The firm targets institutional clients and runs portfolio management for pooled funds and for businesses or institutional balance sheets. Its fee model combines a percentage-of-assets-under-management component with performance-based fees, aligning compensation with investment results. Strategically, Turning Rock concentrates its activity in private-market strategies—chiefly private equity—and maintains a smaller hedge fund sleeve. The firm acts as an active sponsor and general partner, which suggests it sources, structures and oversees underlying investments rather than acting solely as a passive allocator. Turning Rock is not characterized as an active ESG investor and does not present itself as a multi-state adviser or pension consultant in its filings.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 65%, Cash & Cash Equivalents 19%, Other 16%65%
  • Private Funds65%
  • Cash & Cash Equivalents19%
  • Other16%

Owners & executives

2 of 2
  • JOHN HAMILTON

    Chief Operating OfficerCRD 7893807

  • MAGGIE CASSIDY

    CEO and Managing PartnerCRD 6758955

Contacts

2 of 2
  • SABA AHMAD

    PresidentCRD 6758957

  • DAVID MARKUS

    PartnerCRD 2185755

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
350 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth