Lisa Gable Wheatley
Director, Managing Partner & Portfolio ManagerFirst Turn Management, LLCCRD 6631993
About Lisa Gable Wheatley
Lisa Gable Wheatley is listed as Director, Managing Partner & Portfolio Manager at First Turn Management, LLC in Solana Beach, CA. Form ADV reports a beneficial ownership band of Under 5%. Lisa Gable Wheatley is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of First Turn Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lisa Gable Wheatley work?
Lisa Gable Wheatley is listed as Director, Managing Partner & Portfolio Manager at First Turn Management, LLC on SEC Form ADV.
How much of First Turn Management, LLC does Lisa Gable Wheatley own?
Form ADV reports a beneficial ownership band of Under 5%.
First Turn Management, LLC
| Title | Director, Managing Partner & Portfolio Manager |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
First Turn Management, LLC
| Title | Manager |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2023 |