Turncap Management Llc
- Regulatory AUM
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Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $112M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Turncap Bridge To Perm Fund I L.P. | Real Estate Fund | Delaware | $112M | 12 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pinney, Jon, Joseph | Manager | Jul 2010 (16y) | Less than 5% | |
| Risman, Kathy, Jane | Trustee Of The Kathy J. Risman 2010 Grantor Trust Dated July 2, 2010 | Jul 2010 (16y) | GP / trustee / elected manager of The Kathy J. Risman 2010 Grantor Trust Dated July 2, 2010 (indirect) | |
| Doyle, James, Patrick | Manager | Apr 2021 (5y) | Less than 5% | |
| Moody, Chantel, Marie | Chief Compliance Officer, Manager | May 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kjr Tc Mgmt Co. Llc | Member | Apr 2021 | A | 50% – 75% |
| Bellwether Enterprise Real Estate Capital, Llc | Member | Feb 2020 | A | 50% – 75% |
| The Kathy J. Risman 2010 Grantor Trust Dated July 2, 2010 | Member Of Kjr Tc Mgmt Co. Llc | Jun 2019 | B | ≈ 37.5% – 75% via Kjr Tc Mgmt Co. Llc |
| Enterprise Mortgage Holdings, Inc. | Member Of Bellwether Enterprise Real Estate Capital, Llc | May 2012 | B | ≈ 12.5% – 37.5% via Bellwether Enterprise Real Estate Capital, Llc |
Estimated effective ownership (look-through of filed bands):
- The Kathy J. Risman 2010 Grantor Trust Dated July 2, 2010: 75% – 100% of Kjr Tc Mgmt Co. Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Enterprise Mortgage Holdings, Inc.: 25% – 50% of Bellwether Enterprise Real Estate Capital, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $112M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Turncap Bridge To Perm Fund I L.P. | Real Estate Fund | $112M | $250K | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/16/2024 | 597 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 16, 2024.
View current Form ADV (SEC/IAPD) ↗