Turret Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 307791
- Custodians
- TITAN SETTLEMENT & CUSTODY LTD
- Fee structure
- Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Turret Investments, LLC is an LLC-style investment adviser that provides portfolio management across individual clients, pooled investment vehicles, and business or institutional accounts. The firm charges performance-based fees and is organized under individual ownership. Its ADV indicates it is not an active ESG investor and it is not identified as a capital allocator or pension consultant. Advisory services center on discretionary portfolio management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities40%
- Investment Grade Corp Bonds40%
- Non-Investment Grade Corp Bonds20%
Contacts
2 of 2
Anthony Guido
Investment Adviser RepresentativeCRD 1967745
Michael Babcock
Investment Adviser RepresentativeCRD 2450869
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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