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TURNING ROCK PARTNERS, L.P.
TURNING ROCK PARTNERS, L.P.
NEW YORK, New York
·
5 registered advisors
·
CRD# 287608
SEC# 801-111986
2
212-207-2396
01
Firm Overview
AUM
$1.2B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at TURNING ROCK PARTNERS, L.P.
5 registered advisors
Catherine Ann Bonelli
NEW YORK, New York
CRD# 1544655
David Stuart Markus
NEW YORK, New York
CRD# 2185755
John Michael Hamilton
NEW YORK, New York
CRD# 7893807
Maggie Arvedlund Cassidy
NEW YORK, New York
CRD# 6758955
Saba (nmn) Ahmad
NEW YORK, New York
CRD# 6758957
05
Office Locations
NEW YORK, New York
5 advisors
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Data sourced from SEC Form ADV filings. TURNING ROCK PARTNERS, L.P. (CRD# 287608) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.