DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

TURNER INVESTMENTS, L.P.

CRD 105954

BERWYN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1bb4352d-7543-6d9b-5a6f-1851f8a4de6d

Data as of Jul 6, 2016 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 42
Dated events: 1
On other graphs: 0
Observed: Jan 17, 2012 to Jul 6, 2016
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $538MItem 5.F on the latest filing (2016-07-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $538M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 29
Advisory employees: 13
Accounts: 13
Private funds: 6Schedule D 7.B(1)
Private fund GAV: $32.8Mgross asset value as reported per fund; never fund size
SEC number: 801-36220
CRD: 105954
Filings on the tape: 21
First filed: Jan 17, 2012
Latest filed: Jul 6, 2016
Organised: Limited Partnership, Pennsylvania

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 28

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
TURNER LONG/SHORT EQUITY MASTER LTD	Hedge Fund	$35.6M	May 29, 2012	21	Jan 17, 2012	dropped	021-99928
TURNER LONG/SHORT EQUITY, L.P.	Hedge Fund	$35.6M	May 29, 2012	21	Jan 17, 2012	dropped	021-99928
TURNER INTERNATIONAL GROWTH L.P.	Other Private Fund	$15.8M	Jul 6, 2016	5	Jan 17, 2012	reported	021-128864
TURNER GENESIS MASTER FUND L.P.	Other Private Fund	$6.1M	Jul 6, 2016	10	Feb 20, 2015	reported	n/a
TURNER GENESIS L.P.	Other Private Fund	$5.6M	Jul 6, 2016	9	Feb 20, 2015	reported	021-213810
TURNER ATLAS, L.P.	Hedge Fund	$4.8M	Feb 5, 2013	4	Feb 5, 2013	dropped	021-72947
TURNER SELECT OPPORTUNITIES, L.P.	Hedge Fund	$4.5M	Dec 17, 2014	6	Jan 17, 2012	dropped	021-113842
TURNER MARKET LEADERS L.P.	Other Private Fund	$3.8M	Jul 6, 2016	8	Jan 17, 2012	reported	021-128863
TURNER INCOME, L.P.	Other Private Fund	$2.5M	May 29, 2012	4	Jan 17, 2012	dropped	021-75813
TURNER GLOBAL RESOURCES & INFRASTRUCTURE LONG/SHORT, L.P.	Hedge Fund	$1.2M	Dec 17, 2014	7	Jan 17, 2012	dropped	021-128865
TURNER EMERGING MARKETS, L.P.	Other Private Fund	$1.2M	Dec 17, 2014	2	Jan 17, 2012	dropped	021-156394
TURNER TITAN, L.P.	Hedge Fund	$1.1M	Dec 17, 2014	4	Jan 17, 2012	dropped	021-156391
TURNER CONCENTRATED GLOBAL GROWTH L.P.	Other Private Fund	$1.1M	Jul 6, 2016	2	Feb 20, 2015	reported	021-213805
TURNER MARKET NEUTRAL, L.P.	Hedge Fund	$932,737	Dec 17, 2014	3	Jan 17, 2012	dropped	021-117273
TURNER GLOBAL MEDICAL SCIENCES LONG/SHORT, L.P.	Hedge Fund	$752,865	Dec 17, 2014	4	Jan 17, 2012	dropped	021-113841
TURNER GLOBAL FINANCIAL SERVICES MASTER, LTD.	Hedge Fund	$706,268	Dec 17, 2014	2	Feb 5, 2013	dropped	021-128865
TURNER CONCENTRATED INTERNATIONAL, L.P.	Other Private Fund	$684,066	May 29, 2012	4	Jan 17, 2012	dropped	021-129129
TURNER PARKES RUN, L.P.	Other Private Fund	$675,869	Dec 17, 2014	3	Jan 17, 2012	dropped	021-72941
TURNER NAVIGATOR MASTER, LTD.	Hedge Fund	$622,729	Dec 17, 2014	5	Feb 5, 2013	dropped	n/a
TURNER NAVIGATOR, L.P.	Hedge Fund	$622,728	Dec 17, 2014	3	Jan 17, 2012	dropped	021-129132
TURNER GLOBAL TMT LONG/SHORT, L.P.	Hedge Fund	$615,993	May 29, 2012	4	Jan 17, 2012	dropped	021-128866
TURNER TACTICAL ALLOCATION, L.P.	Other Private Fund	$577,681	May 29, 2012	3	Jan 17, 2012	dropped	021-129131
TURNER QUANTITATIVE MICRO CAP, L.P.	Other Private Fund	$507,193	May 29, 2012	3	Jan 17, 2012	dropped	021-67682
TURNER GENESIS OFFSHORE FUND, LTD.	Other Private Fund	$428,747	Jul 6, 2016	2	Feb 20, 2015	reported	n/a
TURNER SPECTRUM, L.P.	Hedge Fund	$216,325	Dec 17, 2014	6	Jan 17, 2012	dropped	021-215896

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
TURNER INVESTMENT FOUNDERS, INC.	LIMITED PARTNER	E	yes	01/2012	Feb 16, 2012	Jul 6, 2016
TURNER INVESTMENTS GP, LLC	GENERAL PARTNER	Na	yes	01/2012	Feb 16, 2012	Jul 6, 2016
TURNER, ROBERT, EUGENE	Chairman	D	yes	01/2012	Jan 17, 2012	Jul 6, 2016
TURNER, ROBERT, EUGENE	CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER	Na	yes	03/1990	Jan 17, 2012	Jul 6, 2016
BAIRD, ROBERT, WILLIAM	CHIEF ACCOUNTING OFFICER & CHIEF COMPLIANCE OFFICER	Na	no	06/2016	Jun 27, 2016	Jul 6, 2016
MCHUGH, CHRISTOPHER, KEVIN	SENIOR PORTFOLIO MANAGER, FOUNDER	Na	no	03/1990	Jan 17, 2012	Jul 6, 2016
TURNER, MARK, DAVID	SENIOR PORTFOLIO MANAGER, FOUNDER	Na	no	03/1990	Jan 17, 2012	Jul 6, 2016

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Feb 29, 2016	$538M	$538M	29	13	n/a	6	$32.8M
2014	Feb 20, 2015	$756M	$754M	37	16	n/a	6	$32.7M
2013	Feb 12, 2014	$7.2B	$7.1B	95	31	n/a	15	$14.1M
2012	Feb 5, 2013	$11B	$11B	95	33	n/a	16	$59.1M
2011	Jan 17, 2012	$13B	$13B	n/a	n/a	n/a	19	$103M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2015	$538M	$756M	-28.7%	$11B	-63.1%	29	37	n/a	n/a

Relationships

Advises (28)

→ TURNER GENESIS MASTER FUND L.P.Private fundOther Private Fund, IA
Feb 20, 2015 to presentfactForm ADV
→ TURNER CONCENTRATED GLOBAL GROWTH L.P.Private fundOther Private Fund, IA
Feb 20, 2015 to presentfactForm ADV
→ TURNER MARKET LEADERS L.P.Private fundOther Private Fund, IA
Jan 17, 2012 to presentfactForm ADV
→ TURNER GENESIS L.P.Private fundOther Private Fund, IA
Feb 20, 2015 to presentfactForm ADV
→ TURNER INTERNATIONAL GROWTH L.P.Private fundOther Private Fund, IA
Jan 17, 2012 to presentfactForm ADV
→ TURNER GENESIS OFFSHORE FUND, LTD.Private fundOther Private Fund, IA
Feb 20, 2015 to presentfactForm ADV
→ TURNER SELECT OPPORTUNITIES, L.P.Private fundHedge Fund, IA, no longer reported
Jan 17, 2012 to Dec 17, 2014factForm ADV
→ TURNER EMERGING MARKETS, L.P.Private fundOther Private Fund, IA, no longer reported
Jan 17, 2012 to Dec 17, 2014factForm ADV
→ TURNER SPECTRUM, L.P.Private fundHedge Fund, IA, no longer reported
Jan 17, 2012 to Dec 17, 2014factForm ADV
→ TURNER GLOBAL FINANCIAL SERVICES OFFSHORE, LTD.Private fundHedge Fund, IA, no longer reported
Feb 5, 2013 to Dec 17, 2014factForm ADV
→ TURNER MARKET NEUTRAL, L.P.Private fundHedge Fund, IA, no longer reported
Jan 17, 2012 to Dec 17, 2014factForm ADV
→ TURNER NAVIGATOR MASTER, LTD.Private fundHedge Fund, IA, no longer reported
Feb 5, 2013 to Dec 17, 2014factForm ADV
→ TURNER NAVIGATOR, L.P.Private fundHedge Fund, IA, no longer reported
Jan 17, 2012 to Dec 17, 2014factForm ADV
→ TURNER TITAN, L.P.Private fundHedge Fund, IA, no longer reported
Jan 17, 2012 to Dec 17, 2014factForm ADV
→ TURNER NAVIGATOR OFFSHORE, LTD.Private fundHedge Fund, IA, no longer reported
Feb 5, 2013 to Dec 17, 2014factForm ADV
→ TURNER GLOBAL RESOURCES & INFRASTRUCTURE LONG/SHORT, L.P.Private fundHedge Fund, IA, no longer reported
Jan 17, 2012 to Dec 17, 2014factForm ADV
→ TURNER GLOBAL MEDICAL SCIENCES LONG/SHORT, L.P.Private fundHedge Fund, IA, no longer reported
Jan 17, 2012 to Dec 17, 2014factForm ADV
→ TURNER GLOBAL FINANCIAL SERVICES MASTER, LTD.Private fundHedge Fund, IA, no longer reported
Feb 5, 2013 to Dec 17, 2014factForm ADV
→ TURNER PARKES RUN, L.P.Private fundOther Private Fund, IA, no longer reported
Jan 17, 2012 to Dec 17, 2014factForm ADV
→ TURNER ATLAS, L.P.Private fundHedge Fund, IA, no longer reported
Feb 5, 2013 to Feb 5, 2013factForm ADV
→ TURNER LONG/SHORT EQUITY OFFSHORE LTDPrivate fundHedge Fund, IA, no longer reported
Jan 17, 2012 to May 29, 2012factForm ADV
→ TURNER LONG/SHORT EQUITY, L.P.Private fundHedge Fund, IA, no longer reported
Jan 17, 2012 to May 29, 2012factForm ADV
→ TURNER TACTICAL ALLOCATION, L.P.Private fundOther Private Fund, IA, no longer reported
Jan 17, 2012 to May 29, 2012factForm ADV
→ TURNER INCOME, L.P.Private fundOther Private Fund, IA, no longer reported
Jan 17, 2012 to May 29, 2012factForm ADV
→ TURNER GLOBAL TMT LONG/SHORT, L.P.Private fundHedge Fund, IA, no longer reported
Jan 17, 2012 to May 29, 2012factForm ADV
→ TURNER QUANTITATIVE MICRO CAP, L.P.Private fundOther Private Fund, IA, no longer reported
Jan 17, 2012 to May 29, 2012factForm ADV
→ TURNER CONCENTRATED INTERNATIONAL, L.P.Private fundOther Private Fund, IA, no longer reported
Jan 17, 2012 to May 29, 2012factForm ADV
→ TURNER LONG/SHORT EQUITY MASTER LTDPrivate fundHedge Fund, IA, no longer reported
Jan 17, 2012 to May 29, 2012factForm ADV

Owns (3)

← TURNER, MARK, DAVIDOwnerSENIOR PORTFOLIO MANAGER, FOUNDER, ownership code NA, individual
Jan 17, 2012 to presentfactForm ADV
← MCHUGH, CHRISTOPHER, KEVINOwnerSENIOR PORTFOLIO MANAGER, FOUNDER, ownership code NA, individual
Jan 17, 2012 to presentfactForm ADV
← BAIRD, ROBERT, WILLIAMOwnerCHIEF ACCOUNTING OFFICER & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 27, 2016 to presentfactForm ADV

Controls (3)

← TURNER, ROBERT, EUGENEOwnerCHAIRMAN, ownership code D, individual
Jan 17, 2012 to presentfactForm ADV
← TURNER INVESTMENT FOUNDERS, INC.OwnerLIMITED PARTNER, ownership code E, domestic entity
Feb 16, 2012 to presentfactForm ADV
← TURNER INVESTMENTS GP, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Feb 16, 2012 to presentfactForm ADV

Affiliated with (1)

← TURNER INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (4)

← KARL JOSEF ZELLERAdvisorregistration: previous registration
Dec 1, 2004 to Feb 12, 2015factForm ADV
← KEVIN PAUL O'ROURKEAdvisorregistration: previous registration
Dec 1, 2004 to Mar 26, 2013factForm ADV
← EUGENE HUBERT HUANGAdvisorregistration: previous registration
Jan 24, 2006 to Apr 10, 2007factForm ADV
← Joseph M. HurchikAdvisorregistration: previous registration
Jan 17, 2006 to Dec 20, 2006factForm ADV

Dated events

Occurred
Jan 17, 2012
Succession filed (Item 4)
Turner Investment Partners Inc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1bb4352d-7543-6d9b-5a6f-1851f8a4de6d
First observed: Jan 17, 2012
Last observed: Jul 6, 2016 124 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TURNER INVESTMENTS, L.P.

CRD 105954

BERWYN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1bb4352d-7543-6d9b-5a6f-1851f8a4de6d

Data as of Jul 6, 2016 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

TURNER LONG/SHORT EQUITY MASTER LTD

Hedge Fund

$35.6M

May 29, 2012

Jan 17, 2012

dropped

021-99928

TURNER LONG/SHORT EQUITY, L.P.

Hedge Fund

$35.6M

May 29, 2012

Jan 17, 2012

dropped

021-99928

TURNER INTERNATIONAL GROWTH L.P.

Other Private Fund

$15.8M

Jul 6, 2016

Jan 17, 2012

reported

021-128864

TURNER GENESIS MASTER FUND L.P.

Other Private Fund

$6.1M

Jul 6, 2016

Feb 20, 2015

reported

n/a

TURNER GENESIS L.P.

Other Private Fund

$5.6M

Jul 6, 2016

Feb 20, 2015

reported

021-213810

TURNER ATLAS, L.P.

Hedge Fund

$4.8M

Feb 5, 2013

dropped

021-72947

TURNER SELECT OPPORTUNITIES, L.P.

Hedge Fund

$4.5M

Dec 17, 2014

Jan 17, 2012

dropped

021-113842

TURNER MARKET LEADERS L.P.

Other Private Fund

$3.8M

Jul 6, 2016

Jan 17, 2012

reported

021-128863

TURNER INCOME, L.P.

Other Private Fund

$2.5M

May 29, 2012

Jan 17, 2012

dropped

021-75813

TURNER GLOBAL RESOURCES & INFRASTRUCTURE LONG/SHORT, L.P.

Hedge Fund

$1.2M

Dec 17, 2014

Jan 17, 2012

dropped

021-128865

TURNER EMERGING MARKETS, L.P.

Other Private Fund

$1.2M

Dec 17, 2014

Jan 17, 2012

dropped

021-156394

TURNER TITAN, L.P.

Hedge Fund

$1.1M

Dec 17, 2014

Jan 17, 2012

dropped

021-156391

TURNER CONCENTRATED GLOBAL GROWTH L.P.

Other Private Fund

$1.1M

Jul 6, 2016

Feb 20, 2015

reported

021-213805

TURNER MARKET NEUTRAL, L.P.

Hedge Fund

$932,737

Dec 17, 2014

Jan 17, 2012

dropped

021-117273

TURNER GLOBAL MEDICAL SCIENCES LONG/SHORT, L.P.

Hedge Fund

$752,865

Dec 17, 2014

Jan 17, 2012

dropped

021-113841

TURNER GLOBAL FINANCIAL SERVICES MASTER, LTD.

Hedge Fund

$706,268

Dec 17, 2014

Feb 5, 2013

dropped

021-128865

TURNER CONCENTRATED INTERNATIONAL, L.P.

Other Private Fund

$684,066

May 29, 2012

Jan 17, 2012

dropped

021-129129

TURNER PARKES RUN, L.P.

Other Private Fund

$675,869

Dec 17, 2014

Jan 17, 2012

dropped

021-72941

TURNER NAVIGATOR MASTER, LTD.

Hedge Fund

$622,729

Dec 17, 2014

Feb 5, 2013

dropped

n/a

TURNER NAVIGATOR, L.P.

Hedge Fund

$622,728

Dec 17, 2014

Jan 17, 2012

dropped

021-129132

TURNER GLOBAL TMT LONG/SHORT, L.P.

Hedge Fund

$615,993

May 29, 2012

Jan 17, 2012

dropped

021-128866

TURNER TACTICAL ALLOCATION, L.P.

Other Private Fund

$577,681

May 29, 2012

Jan 17, 2012

dropped

021-129131

TURNER QUANTITATIVE MICRO CAP, L.P.

Other Private Fund

$507,193

May 29, 2012

Jan 17, 2012

dropped

021-67682

TURNER GENESIS OFFSHORE FUND, LTD.

Other Private Fund

$428,747

Jul 6, 2016

Feb 20, 2015

reported

n/a

TURNER SPECTRUM, L.P.

Hedge Fund

$216,325

Dec 17, 2014

Jan 17, 2012

dropped

021-215896

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

TURNER INVESTMENT FOUNDERS, INC.

LIMITED PARTNER

yes

01/2012

Feb 16, 2012

Jul 6, 2016

TURNER INVESTMENTS GP, LLC

GENERAL PARTNER

yes

01/2012

Feb 16, 2012

Jul 6, 2016

TURNER, ROBERT, EUGENE

Chairman

yes

01/2012

Jan 17, 2012

Jul 6, 2016

TURNER, ROBERT, EUGENE

CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER

yes

03/1990

Jan 17, 2012

Jul 6, 2016

BAIRD, ROBERT, WILLIAM

CHIEF ACCOUNTING OFFICER & CHIEF COMPLIANCE OFFICER

06/2016

Jun 27, 2016

Jul 6, 2016

MCHUGH, CHRISTOPHER, KEVIN

SENIOR PORTFOLIO MANAGER, FOUNDER

03/1990

Jan 17, 2012

Jul 6, 2016

TURNER, MARK, DAVID

SENIOR PORTFOLIO MANAGER, FOUNDER

03/1990

Jan 17, 2012

Jul 6, 2016

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Feb 29, 2016

$538M

n/a

$32.8M

2014

Feb 20, 2015

$756M

$754M

n/a

$32.7M

2013

Feb 12, 2014

$7.2B

$7.1B

n/a

$14.1M

2012

Feb 5, 2013

$11B

n/a

$59.1M

2011

Jan 17, 2012

$13B

n/a

$103M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

$538M

$756M

-28.7%

$11B

-63.1%

n/a