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First Turn Management, LLC

● SEC registered since 2023CRD 327421SEC# 801-128649Solana Beach, CA
Export (members)
Ranks #3,135 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$900.1M
Fund GAV
$36.3M
Private funds
2
Employees
4
Accounts
4
Location
Solana Beach, CA

First Turn Management, LLC assets under management

First Turn Management, LLC is an investment advisory firm registered with the SEC based in Solana Beach, CA. The firm has been registered since 2023. It reports $900.1 million in regulatory assets under management and employs 4 people. First Turn Management, LLC manages 2 private funds with combined gross assets of $36.3 million, including First Turn, LP. By regulatory assets, it ranks 3,135 of 6,004 private fund managers.

First Turn Management, LLC private funds

2 funds · $36.3M GAV
FundTypeGross assetsMin.
First Turn, LPHedge$33.8M$1M
First Turn Rx, LPHedge$2.5M$1M

First Turn Management, LLC owners & executives

11 reported
NameTitleOwnershipSince
Catherine Newcomb ControlChief Compliance OfficerUnder 5%2023
Cedb, LLCMember10-25%2023
Lansara Advisors, Inc. Cash Balance PlanMember10-25%2023
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Frequently asked questions

How much does First Turn Management, LLC manage?

First Turn Management, LLC reports $900.1 million in regulatory assets under management on its Form ADV.

How many private funds does First Turn Management, LLC manage?

First Turn Management, LLC manages 2 private funds with combined gross assets of $36.3 million.

How many employees does First Turn Management, LLC have?

First Turn Management, LLC reports 4 employees.

Where is First Turn Management, LLC located?

First Turn Management, LLC is based in Solana Beach, CA and has been SEC-registered since 2023.

Does First Turn Management, LLC disclose fund performance?

First Turn Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address674 Via de la Valle, Suite 308, Solana Beach, CA 92075
Phone310-902-0958
Office hours6 a.m. - 3 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$900.1M▲ 50%
Mar '25 — $599.4MApr '25 — $536.6MMay '25 — $536.6MJun '25 — $536.6MJul '25 — $536.6MAug '25 — $536.6MSep '25 — $536.6MOct '25 — $536.6MNov '25 — $536.6MDec '25 — $536.6MJan '26 — $536.6MFeb '26 — $536.6MMar '26 — $900.1MApr '26 — $900.1MMay '26 — $900.1MJun '26 — $900.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
AUM vs fund managersTop 52%
Larger than 48% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$900.1Mregulatory AUM
Discretionary $900.1M