Turret Investments, LLC

RIASEC Registered
Total AUM
$100M
Discretionary
$100M
100% of AUM
Avg account
$100M
Accounts
1
Employees
2
Advisory reps
2

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

FINTRX

Overview

Turret Investments, LLC is a privately held limited liability company that operates as an SEC-registered adviser with an individual owner. The firm provides portfolio management across three client types: individuals/small businesses, pooled investment vehicles, and business or institutional accounts. Its compensation includes performance-based fees, and it does not self-identify as an active ESG investor. Advisory scope and the use of performance fees suggest Turret runs strategies that may include manager-driven or outcome-linked vehicles rather than a pure fee-for-assets retail model.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 40%, Investment Grade Corp Bonds 40%, Non-Investment Grade Corp Bonds 20%40%
  • Exchange Traded Equities40%
  • Investment Grade Corp Bonds40%
  • Non-Investment Grade Corp Bonds20%

Contacts

2 of 2
  • Michael Babcock

    Investment Adviser RepresentativeCRD 2450869

  • Anthony Guido

    Anthony Guido

    Investment Adviser RepresentativeCRD 1967745

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth