First Turn Management, LLC

Overview

First Turn Management, LLC is an SEC registered investment adviser based in Solana Beach, CA, registered since 2023. It reports $9M in assets under management across 4 accounts, with 4 employees.

Reported AUM

$9M

Discretionary

100%

Accounts

4

Employees

4

Registered since

2023

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 3 of 4

• Lisa Gable Wheatley Director, Managing Partner, Portfolio Manager CRD 6631993
• Catherine Revelle Newcomb Chief Compliance Officer CRD 2177017
• Stephen Allyn Rosetta Director CRD 7790578

1 more executive officer, with direct contact details

Location

Headquarters

674 Via de la Valle Ste 308
Solana Beach, CA 92075

County

San Diego

Metro area

San Diego-Chula Vista-Carlsbad, CA

Region

West

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: firstturnmgmt.com

Every state, with registration dates

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