FIRST TURN MANAGEMENT, LLC
CRD #327421 SEC #801-128649 SOLANA BEACH, CA 310-902-0958
SEC Registered Private Funds
Total AUM
$536.6M
Discretionary
$536.6M
Employees
3
Clients
--
Accounts
4
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MURPHY, TRACY, AUSTIN | I | DIRECTOR | NA | Control |
| MURPHY, TRACY, AUSTIN | I | DIRECTOR | NA | Control |
| MURPHY, TRACY, AUSTIN | I | DIRECTOR | NA | Control |
| MURPHY, TRACY, AUSTIN | I | DIRECTOR | NA | Control |
| MURPHY, TRACY, AUSTIN | I | DIRECTOR | NA | Control |
| MURPHY, TRACY, AUSTIN | I | DIRECTOR | NA | Control |
| NEWCOMB, CATHERINE, REVELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NEWCOMB, CATHERINE, REVELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NEWCOMB, CATHERINE, REVELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NEWCOMB, CATHERINE, REVELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NEWCOMB, CATHERINE, REVELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NEWCOMB, CATHERINE, REVELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSETTA, STEPHEN, ALLYN | I | DIRECTOR | NA | Control |
| ROSETTA, STEPHEN, ALLYN | I | DIRECTOR | NA | Control |
| ROSETTA, STEPHEN, ALLYN | I | DIRECTOR | NA | Control |
| ROSETTA, STEPHEN, ALLYN | I | DIRECTOR | NA | Control |
| ROSETTA, STEPHEN, ALLYN | I | DIRECTOR | NA | Control |
| ROSETTA, STEPHEN, ALLYN | I | DIRECTOR | NA | Control |
| WHEATLEY, LISA, GABLE | I | DIRECTOR, MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| WHEATLEY, LISA, GABLE | I | DIRECTOR, MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| WHEATLEY, LISA, GABLE | I | DIRECTOR, MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| WHEATLEY, LISA, GABLE | I | DIRECTOR, MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| WHEATLEY, LISA, GABLE | I | DIRECTOR, MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| WHEATLEY, LISA, GABLE | I | DIRECTOR, MANAGING PARTNER & PORTFOLIO MANAGER | NA | Control |
| WCW CAPITAL, LLC | DE | MEMBER | D | Control |
| WCW CAPITAL, LLC | DE | MEMBER | D | Control |
| WCW CAPITAL, LLC | DE | MEMBER | D | Control |
| WCW CAPITAL, LLC | DE | MEMBER | D | Control |
| WCW CAPITAL, LLC | DE | MEMBER | D | Control |
| WCW CAPITAL, LLC | DE | MEMBER | D | Control |
| CEDB, LLC | DE | MEMBER | B | |
| CEDB, LLC | DE | MEMBER | B | |
| CEDB, LLC | DE | MEMBER | B | |
| CEDB, LLC | DE | MEMBER | B | |
| CEDB, LLC | DE | MEMBER | B | |
| CEDB, LLC | DE | MEMBER | B | |
| IRONWOOD 12, LLC | DE | MEMBER | B | |
| LANSARA ADVISORS, INC. CASH BALANCE PLAN | DE | MEMBER | B | |
| LANSARA ADVISORS, INC. CASH BALANCE PLAN | DE | MEMBER | B | |
| LANSARA ADVISORS, INC. CASH BALANCE PLAN | DE | MEMBER | B | |
| LANSARA ADVISORS, INC. CASH BALANCE PLAN | DE | MEMBER | B | |
| LANSARA ADVISORS, INC. CASH BALANCE PLAN | DE | MEMBER | B | |
| LANSARA ADVISORS, INC. CASH BALANCE PLAN | DE | MEMBER | B | |
| RAMIQ, INC. CASH BALANCE PLAN (FKA TAM INVESTORS, LLC CASH BALANCE PLAN) | DE | MEMBER | B | |
| RAMIQ, INC. CASH BALANCE PLAN (FKA TAM INVESTORS, LLC CASH BALANCE PLAN) | DE | MEMBER | B | |
| RAMIQ, INC. CASH BALANCE PLAN (FKA TAM INVESTORS, LLC CASH BALANCE PLAN) | DE | MEMBER | B | |
| RAMIQ, INC. CASH BALANCE PLAN (FKA TAM INVESTORS, LLC CASH BALANCE PLAN) | DE | MEMBER | B | |
| RAMIQ, INC. CASH BALANCE PLAN (FKA TAM INVESTORS, LLC CASH BALANCE PLAN) | DE | MEMBER | B | |
| RAMIQ, INC. CASH BALANCE PLAN (FKA TAM INVESTORS, LLC CASH BALANCE PLAN) | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| RF MANAGER, LLC | DE | CEDB, LLC | F | Control |
| RF MANAGER, LLC | DE | CEDB, LLC | F | Control |
| RF MANAGER, LLC | DE | CEDB, LLC | F | Control |
| RF MANAGER, LLC | DE | CEDB, LLC | F | Control |
| CE SOLO K PLAN | DE | CEDB, LLC | E | Control |
| CE SOLO K PLAN | DE | CEDB, LLC | E | Control |
| CE SOLO K PLAN | DE | CEDB, LLC | E | Control |
| CE SOLO K PLAN | DE | CEDB, LLC | E | Control |
| GOLD, ALAN, DAVID | I | IRONWOOD 12, LLC | E | Control |
| WHEATLEY, LISA, GABLE | I | WCW CAPITAL, LLC | E | Control |
| WHEATLEY, LISA, GABLE | I | WCW CAPITAL, LLC | E | Control |
| WHEATLEY, LISA, GABLE | I | WCW CAPITAL, LLC | E | Control |
| WHEATLEY, LISA, GABLE | I | WCW CAPITAL, LLC | E | Control |
Registrations
Federal
IA
Apr 17, 2025 REGISTERED
Notice Filings (1)
CA
Address
674 VIA DE LA VALLESUITE 308
SOLANA BEACH, CA 92075
United States
Phone: 310-902-0958