Turbo-Calc, LLC

RIASEC Registered
Total AUM
$1M
Discretionary
$1M
100% of AUM
Avg account
$250K
Accounts
4
Advisory reps
1

Firm details

Headquarters
,
CRD number
285335
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI75%
  • Pooled Investment Vehicles25%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Turbo Calc, LLC operates as a limited liability company and is classified as a hedge fund. The firm focuses on portfolio management for both individual and family clients, as well as for pooled investment vehicles. Their investment strategy is characterized by a performance-based fee structure, which aligns their interests with those of their clients. While Turbo Calc does not actively engage in ESG investing, it maintains a commitment to managing assets for a diverse client base that includes both individual and institutional investors.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Rohit Singhal

    Rohit Singhal

    Managing MemberCRD 6731212

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

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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