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Julie Suzanne Pellegrini

TURN/RIVER MANAGEMENT, L.P.·SAN FRANCISCO, California
Clean recordTURN/RIVER MANAGEMENT, L.P.
555 MISSION STREET, SAN FRANCISCO, CA 94105CRD# 4880473Firm CRD# 165897

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Suzanne Pellegrini · SAN FRANCISCO, CA
Registration
CRD #4880473 · TURN/RIVER MANAGEMENT, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Julie Suzanne Pellegrini is a registered financial advisor based in SAN FRANCISCO, California, affiliated with TURN/RIVER MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
TURN/RIVER MANAGEMENT, L.P.
TURN/RIVER MANAGEMENT, L.P.
AUM
$2.7B
Regulatory assets under management
Employees
61
Total firm employees
View all advisors at TURN/RIVER MANAGEMENT, L.P. →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 4880473
Firm CRD# 165897
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie Suzanne Pellegrini offer?
Julie Suzanne Pellegrini specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Julie Suzanne Pellegrini's credentials?
Julie Suzanne Pellegrini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Suzanne Pellegrini located?
Julie Suzanne Pellegrini is based in SAN FRANCISCO, California, working with TURN/RIVER MANAGEMENT, L.P.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Julie Suzanne Pellegrini charge for services?
Julie Suzanne Pellegrini's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TURN/RIVER MANAGEMENT, L.P.?
TURN/RIVER MANAGEMENT, L.P. has approximately 61 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TURN/RIVER MANAGEMENT, L.P.

Chase Sorgel
SAN FRANCISCO, CA
Dominic Ang
SAN FRANCISCO, CA
Evan Ginsburg
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