RIA Intelligence

TOPTURN CAPITAL, LLC

CRD #151464 SEC #801-70572 MONTEREY, CA (831) 324-0481
SEC Registered Private Funds
Total AUM
$178.4M
Discretionary
$160.2M
Employees
4
Clients
25
Accounts
336

AUM Over Time

DateMar 2025
Total AUM$178.4M
Discretionary$160.2M
Non-Disc.$18.1M
Employees4
Clients5
DateNov 2024
Total AUM$160M
Discretionary$141.1M
Non-Disc.$18.9M
Employees4
Clients1
DateMar 2024
Total AUM$160M
Discretionary$141.1M
Non-Disc.$18.9M
Employees4
Clients1
DateMar 2023
Total AUM$137.3M
Discretionary$118.1M
Non-Disc.$19.3M
Employees4
Clients1
DateMar 2022
Total AUM$163.2M
Discretionary$120.4M
Non-Disc.$42.8M
Employees4
Clients1
DateMar 2022
Total AUM$163.2M
Discretionary$120.4M
Non-Disc.$42.8M
Employees4
Clients1
DateFeb 2021
Total AUM$150.9M
Discretionary$108M
Non-Disc.$43M
Employees4
Clients2
DateJun 2020
Total AUM$139M
Discretionary$98M
Non-Disc.$41M
Employees4
Clients2
DateMar 2020
Total AUM$139M
Discretionary$98M
Non-Disc.$41M
Employees4
Clients2
DateMar 2019
Total AUM$131.3M
Discretionary$97.9M
Non-Disc.$33.5M
Employees4
Clients1
DateMar 2018
Total AUM$113M
Discretionary$85M
Non-Disc.$28M
Employees5
Clients5
DateMar 2017
Total AUM$106.3M
Discretionary$84.6M
Non-Disc.$21.7M
Employees4
Clients26
DateMay 2016
Total AUM$103.2M
Discretionary$81.1M
Non-Disc.$22.1M
Employees5
Clients26
DateMar 2016
Total AUM$103.2M
Discretionary$81.1M
Non-Disc.$22.1M
Employees5
Clients26
DateMar 2015
Total AUM$104.1M
Discretionary$87.8M
Non-Disc.$16.4M
Employees5
Clients26
DateOct 2014
Total AUM$96.3M
Discretionary$75.8M
Non-Disc.$20.5M
Employees4
Clients26
DateJul 2014
Total AUM$96.3M
Discretionary$75.8M
Non-Disc.$20.5M
Employees4
Clients26
DateMar 2014
Total AUM$96.3M
Discretionary$75.8M
Non-Disc.$20.5M
Employees4
Clients26
DateJul 2013
Total AUM$100.2M
Discretionary$72.5M
Non-Disc.$27.7M
Employees3
Clients26
DateApr 2013
Total AUM$100.2M
Discretionary$72.5M
Non-Disc.$27.7M
Employees3
Clients26
DateMar 2012
Total AUM$91.1M
Discretionary$71.3M
Non-Disc.$19.7M
Employees1
Clients26
DateApr 2011
Total AUM$69.9M
Discretionary$65.4M
Non-Disc.$4.5M
Employees5
Clients--
DateAug 2010
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees5
Clients--