DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

T••••••••• M••••••••• L•••

Asset manager (funds and pooled vehicles)San Francisco, CaliforniaCRD 165897SEC 801-113765website IAPD

Latest filing Mar 30, 2026

First filing on the tape Jun 29, 2018 · 11 filings

SEC status approved since Jul 27, 2018

RAUM

$6.6B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

87 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

11 filings and snapshots on the tape

RAUM$6.6B as of Mar 30, 2026

Mar 28, 2019$435M then

HNW client RAUM$0 as of Mar 27, 2025

Mar 28, 2019$0 then

State-registered IARs (5.B.3)0 as of Mar 30, 2026

Mar 28, 20190 then

Employees (5.A)99 as of Mar 30, 2026

Mar 28, 201919 then

Private funds20 as of Mar 30, 2026

Mar 28, 201910 then

RAUM +36% over the last fiscal year+39% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Mar 30, 2026; every figure names its basis

RAUM per advisor: unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: unknownderivedHNW RAUM over HNW clients
Average account: $330MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year: +36%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, performance-based, otherreportedItem 5.E
Advisory activities: portfolio management for pooled vehicles, otherreportedItem 5.G
Custody: yesreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$6.6B100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 20reported
Financial planning clients: 0reported
Wrap fee programs: noreported
Custody of client assets: $0 for 0 clientsreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

17 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
T••••••••• C•••••• V• •••••• L•••	Private Equity Fund	$1.1B	31	Jan 21, 2022
T••••••••• C•••••• I• •••••• L•••	Private Equity Fund	$443M	15	Feb 12, 2020
T••••••••• C•••••• I•• •••••• L•••	Private Equity Fund	$404M	9	Mar 30, 2018
T••••••••• C•••••• I• ••••••••• A•• L•••	Private Equity Fund	$256M	17	Mar 31, 2021
T••••••••• C•••••• V• •••••• L•••	Private Equity Fund	$234M	14	Jan 21, 2022
T••••••••• C•••••• I• •••••• L•••	Private Equity Fund	$115M	7	Feb 12, 2020
T••••••••• C•••••• I• •••• L•••	Private Equity Fund	$41.4M	4	Sep 17, 2015
T••••••••• C•••••• I•• •••••• L•••	Private Equity Fund	$27.2M	2	Mar 30, 2018
T••••••••• C•••••• V• •••• L•••	Private Equity Fund	$25.2M	54	Mar 30, 2022
T••••••••• C•••••• I• ••••••••• L•••	Private Equity Fund	$16.9M	2	Sep 17, 2015
T••••••••• C•••••• I• •••• L•••	Private Equity Fund	$14.2M	41	Sep 17, 2015
T••••••••• C•••••• I• •••• L•••	Private Equity Fund	$13.9M	39	Feb 12, 2020
T••••••••• C•••••• I•• •••• L•••	Private Equity Fund	$13.6M	24	Mar 30, 2018
T••••••••• C•••••• ••••••••• L•••	Private Equity Fund	$2.5M	2	Sep 17, 2015
T••••••••• C•••••• •••••• L•••	Private Equity Fund	$2.3M	2	Sep 17, 2015
T••••••••• C••••••• L•••	Private Equity Fund	$1.6M	40	Sep 17, 2015
T••••••••• C•••••• I• ••••••••• L•••no longer reported	Private Equity Fund	$196,293	2	Mar 29, 2017

Owners and control persons

Schedule A and B, latest filing

A••• D••••••• N•• · Managing Partner; Limited Partnercontrol
since 01/2012 · owns 75% or more
G•••••••• E•••• N••• · Chief Compliance Officer / Chief Operating Officer / Partnercontrol
since 07/2015 · owns less than 5%
P••••••••• J••••• S•••••• · Chief Financial Officer / Partnercontrol
since 04/2020 · owns less than 5%
A••• D••••••• N•• · Ownercontrol
since 01/2020 · owns 75% or more of T••••••••• G•••• L••

Entity owners

T••••••••• G•••• L•• · General Partner
direct · owns less than 5%

Related persons

Schedule D 7.A

T••••••••• C•••••• I• G•• L••
pooled vehicle sponsorn
T••••••••• C•••••• I•• G•• L••
pooled vehicle sponsorn
T••••••••• C•••••• I• ••••••••• A• G•• L•••
pooled vehicle sponsorn
T••••••••• C•••••• I• G•• L•••
pooled vehicle sponsorn
T••••••••• C•••••• V• G•• L•••
pooled vehicle sponsorn
T••••••••• G• L••
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Advisory employees · 62 to 87
Mar 27, 2025 to Mar 30, 2026
Charity clients · 0.0 to unset
Mar 27, 2025 to Mar 30, 2026
Corporate clients · 0.0 to unset
Mar 27, 2025 to Mar 30, 2026
HNW clients · 0.0 to unset
Mar 27, 2025 to Mar 30, 2026
Individual clients · 0.0 to unset
Mar 27, 2025 to Mar 30, 2026
Pension plan clients · 0.0 to unset
Mar 27, 2025 to Mar 30, 2026
Employees · 71 to 99
Mar 27, 2025 to Mar 30, 2026
Discretionary RAUM · $4.9B to $6.6B
Mar 27, 2025 to Mar 30, 2026
HNW RAUM · 0.0 to unset
Mar 27, 2025 to Mar 30, 2026
Individual RAUM · 0.0 to unset
Mar 27, 2025 to Mar 30, 2026
Pension RAUM · 0.0 to unset
Mar 27, 2025 to Mar 30, 2026
Pooled vehicle RAUM · $4.9B to $6.6B
Mar 27, 2025 to Mar 30, 2026
RAUM · $4.9B to $6.6B
Mar 27, 2025 to Mar 30, 2026
Accounts · 16 to 20
Mar 25, 2024 to Mar 27, 2025
Advisory employees · 55 to 62
Mar 25, 2024 to Mar 27, 2025
Pooled vehicle clients · 16 to 20
Mar 25, 2024 to Mar 27, 2025
Employees · 61 to 71
Mar 25, 2024 to Mar 27, 2025
Financial planning clients · 0 to 0
Mar 25, 2024 to Mar 27, 2025
Private funds · 16 to 20
Mar 25, 2024 to Mar 27, 2025
Discretionary RAUM · $2.7B to $4.9B
Mar 25, 2024 to Mar 27, 2025
Pooled vehicle RAUM · $2.7B to $4.9B
Mar 25, 2024 to Mar 27, 2025
RAUM · $2.7B to $4.9B
Mar 25, 2024 to Mar 27, 2025
Advisory employees · 48 to 55
Mar 23, 2023 to Mar 25, 2024
Employees · 57 to 61
Mar 23, 2023 to Mar 25, 2024
Discretionary RAUM · $2.4B to $2.7B
Mar 23, 2023 to Mar 25, 2024
Pooled vehicle RAUM · $2.4B to $2.7B
Mar 23, 2023 to Mar 25, 2024
RAUM · $2.4B to $2.7B
Mar 23, 2023 to Mar 25, 2024
Advisory employees · 21 to 48
Mar 30, 2022 to Mar 23, 2023
Advisory activities · 1 to 2
Mar 30, 2022 to Mar 23, 2023
Assets in custody · unset to 0.0
Mar 30, 2022 to Mar 23, 2023
Custody of client assets · false to true
Mar 30, 2022 to Mar 23, 2023
Employees · 49 to 57
Mar 30, 2022 to Mar 23, 2023
Discretionary RAUM · $2.6B to $2.4B
Mar 30, 2022 to Mar 23, 2023
Pooled vehicle RAUM · $2.6B to $2.4B
Mar 30, 2022 to Mar 23, 2023
RAUM · $2.6B to $2.4B
Mar 30, 2022 to Mar 23, 2023
Accounts · 13 to 16
Jan 21, 2022 to Mar 30, 2022
Advisory employees · 13 to 21
Jan 21, 2022 to Mar 30, 2022
Pooled vehicle clients · 13 to 16
Jan 21, 2022 to Mar 30, 2022
Employees · 32 to 49
Jan 21, 2022 to Mar 30, 2022
Private funds · 15 to 16
Jan 21, 2022 to Mar 30, 2022

Signals

8 dated events

T••••••••• M••••••••• L••• reported RAUM $6.6B, up 36% from $4.9B (2025-03-27 to 2026-03-30)
Mar 30, 2026 · RAUM change · derived
T••••••••• M••••••••• L••• reported RAUM $4.9B, up 81% from $2.7B (2024-03-25 to 2025-03-27)
Mar 27, 2025 · RAUM change · derived
T••••••••• M••••••••• L••• reported RAUM $2.6B, up 155% from $1.0B (2022-01-21 to 2022-03-30)
Mar 30, 2022 · RAUM change · derived
T••••••••• M••••••••• L••• reported RAUM $1.0B, up 36% from $761.3M (2020-02-12 to 2021-03-31)
Mar 31, 2021 · RAUM change · derived
T••••••••• M••••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)
Feb 12, 2020 · Succession (Item 4) · fact
T••••••••• M••••••••• L••• reported RAUM $761.3M, up 75% from $434.9M (2019-03-28 to 2020-02-12)
Feb 12, 2020 · RAUM change · derived
T••••••••• M••••••••• L••• reported RAUM $434.9M, up 38% from $316.2M (2018-06-29 to 2019-03-28)
Mar 28, 2019 · RAUM change · derived
T••••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
Jun 29, 2018 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

T••••••••• M••••••••• L••• · Independent Sponsors
shared crd · capital_provider
T••••••••• M••••••••• L••• · Private Equity
shared crd · organization
T••••••••• M••••••••• L••• · Venture Capital
shared crd · organization

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/turn-river-capitalreportedpublic record, Form ADV, Sep 18, 2026
Website: turnriver.comreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 415-858-0910reportedpublic record, Form ADV, Mar 30, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026