TURNBRIDGE CAPITAL, LLC
Latest filing: Mar 24, 2025 (38 days ago)
AUM
$279,672,290
-12% change vs. 1 year ago
0% change vs. 3 years ago
-54% change vs. 5 years ago
-59% change vs. 10 years ago
Employee Count
5
0% change vs. 1 year ago
-29% change vs. 3 years ago
-64% change vs. 5 years ago
-55% change vs. 10 years ago
Main Office
DALLAS, TX
200 CRESCENT COURT, DALLAS, TX, UNITED STATES, 75201
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.3 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 100% | $0.0 |
| Total | 100% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| TB-SRI ALLIED GP, LLC | $0.0 | - | |
| TB-SRI ALLIED, LP | $0.0 | - | |
| TURNBRIDGE CAPITAL GP I, LLC | $0.0 | - | |
| TB-SRI FLARE, LP | $0.0 | - | |
| TB-SRI FLARE II, LP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
7 active
| Name | Title |
|---|---|
| SWEEZEY, JAY, KENT | CO- MANAGING PARTNER |
| GRAHAM, DAVID | CO- FOUNDER |
| MARTIN, COLLIN, CHRISTIAN | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER |
| CLARKE, JOHN, U | PRINCIPAL OF TURNBRIDGE CAPITAL MANAGEMENT, LLC |
| COX, CHARLES, MITCHELL | PRINCIPAL OF TURNBRIDGE CAPITAL MANAGEMENT, LLC |
| HORTON, ROBERT, BRYAN | MEMBER OF TURNBRIDGE CAPITAL MANAGEMENT, LLC |
| TOMLIN, TODD, MARSHALL | MEMBER OF TURNBRIDGE CAPITAL MANAGEMENT, LLC |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-04-21 | $0.3 | $0.0 | 0% | 5 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.0 | -12% | 5 | 0 | 0% |
| 2023-04-04 | $0.3 | $0.0 | -15% | 5 | 0 | 0% |
| 2022-04-01 | $0.3 | $0.0 | 0% | 7 | -2 | -29% |
| 2021-04-05 | $0.4 | -$0.1 | -32% | 9 | -4 | -44% |
| 2020-04-01 | $0.6 | -$0.3 | -54% | 14 | -9 | -64% |
| 2019-04-01 | $0.8 | -$0.5 | -64% | 15 | -10 | -67% |
| 2018-04-02 | $0.7 | -$0.4 | -61% | 16 | -11 | -69% |
| 2017-04-01 | $0.6 | -$0.3 | -51% | 18 | -13 | -72% |
| 2016-04-01 | $0.6 | -$0.3 | -54% | 14 | -9 | -64% |
| 2015-04-01 | $0.7 | -$0.4 | -59% | 11 | -6 | -55% |
| 2014-04-01 | $0.1 | $0.2 | 154% | 7 | -2 | -29% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, TX-03/17/2015 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV