TURRET INVESTMENTS, LLC

Overview

Turret Investments, LLC is a privately held limited liability company that provides portfolio management services, primarily for pooled investment vehicles and for businesses or institutional clients. The firm also lists pension consulting among its advisory activities. Its compensation includes both a percentage-of-assets fee and performance-based fees, a structure commonly seen with managers overseeing concentrated or alternative-rich mandates. Turret reports it is not an active ESG investor and does not operate as a multi-state adviser; the ownership is individual and the adviser is classified as unclassified in the snapshot data. The firm’s business setup and fee mix, along with its stated advisory activities, suggest a focus on managing pooled capital and customized institutional mandates rather than serving a broad retail client base.

Assets & Accounts

Public Holdings

Investments & Alternatives