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Former SEC-registered adviser

T•••••• M••••••••• L••

Former SEC-registered adviserBeachwood, OhioCRD 312488SEC 801-128207IAPD
Latest filing May 23, 2023
First filing on the tape May 23, 2023 · 1 filings
RAUM
$190M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
$380M gross assets
History
1 filings and snapshots on the tape
RAUM: $190M
HNW client RAUM: no history
State-registered IARs (5.B.3): 0
Employees (5.A): 2
Private funds: 2
Practice profile
derived from the filing of May 23, 2023; 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
$190MderivedRAUM 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
unknownderivedbetween 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-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 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
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$190M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$0 for 0 clientsreported
Compensation
% of AUM, performancereported
Class basis
absent from the latest SEC rosterderived
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 departureEvery arrival
      Private funds
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      T•••••• B••••• T• P••• F••• I• L•••Real Estate Fund$112M12Mar 16, 2021
      Owners and control persons
      Schedule A and B, latest filing
      • D••••• J••••• P•••••• · Managercontrol
        since 04/2021 · owns less than 5%
      • M••••• C••••••• M•••• · Chief Compliance Officer, Managercontrol
        since 05/2023 · owns less than 5%
      • P•••••• J••• J••••• · Managercontrol
        since 02/2020 · owns less than 5%
      • P•••••• J••• J••••• · Trustee Of T•• K•••• J• R••••• 2••• G•••••• T•••• D•••• J••• 2• 2•••control
        since 07/2010 · owns F of T•• K•••• J• R••••• 2••• G•••••• T•••• D•••• J••• 2• 2•••
      • R•••••• K••••• J••• · Trustee Of T•• K•••• J• R••••• 2••• G•••••• T•••• D•••• J••• 2• 2•••control
        since 07/2010 · owns F of T•• K•••• J• R••••• 2••• G•••••• T•••• D•••• J••• 2• 2•••
      Entity owners
      • B••••••••• E••••••••• R••• E••••• C••••••• L•• · Member
        direct · owns 50% to 75%
      • K•• T• M••• C•• L•• · Member
        direct · owns 50% to 75%
      • E••••••••• M••••••• H•••••••• I••• · Member Of B••••••••• E••••••••• R••• E••••• C••••••• L••
        indirect · owns 25% to 50% of B••••••••• E••••••••• R••• E••••• C••••••• L••
      • T•• K•••• J• R••••• 2••• G•••••• T•••• D•••• J••• 2• 2••• · Member Of K•• T• M••• C•• L••
        indirect · owns 75% or more of K•• T• M••• C•• L••
      Related persons
      Schedule D 7.A
      • T•••••• G• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      One filing, no change to show.
      Signals
      1 dated events
      • T•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
        May 23, 2023 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/turncapreportedpublic record, Form ADV, Sep 21, 2026
      Website
      turncap.comreportedpublic record, Form ADV, Sep 21, 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
      Former SEC-registered adviserderiveda 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
      Across the graphs

      T•••••• M••••••••• L•• is the same institution as 1 record in Real Estate Funds.

      Real Estate Funds1

      Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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