# Turnbridge Capital, LLC

> Turnbridge Capital, LLC is an SEC-registered investment advisory firm in Little Elm, TX, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 169843
- Filed as: TURNBRIDGE CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Little Elm, TX
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169843
- AdvisorCensus page: https://advisorcensus.com/firm/turnbridge-capital-llc-little-elm-tx-169843

## Quick answers

**How is Turnbridge Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Turnbridge Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Turnbridge Capital, LLC located?**
Turnbridge Capital, LLC's principal office is in Little Elm, TX, according to its Form ADV.

**Is Turnbridge Capital, LLC registered with the SEC or a state?**
Turnbridge Capital, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 169843.

**How much does Turnbridge Capital, LLC manage?**
Turnbridge Capital, LLC reports $241,179,517 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Turnbridge Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Turnbridge Capital, LLC: Regulatory assets under management: $409,917,343 in the October 2021 data and $241,179,517 in the October 2026 data, down 41%. Total employees: 9 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Turnbridge Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5); other (4); state or municipal government entities (including government pension plans) (1).

**Does Turnbridge Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169843

**What changed in Turnbridge Capital, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 3. Regulatory assets under management went from $279,672,290 to $241,179,517 (-14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $241,179,517
- Discretionary: $241,179,517
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $229,743,096 |
| State or municipal government entities (including government pension plans) | 1 | $4,303,341 |
| Other | 4 | $7,133,080 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- turnbridgecapital.com
- LinkedIn @TURNBRIDGE-CAPITAL-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $409,917,343 | 9 | March 26, 2021 |
| October 2022 | $279,016,032 | 7 | March 24, 2022 |
| October 2023 | $328,751,578 | 5 | March 29, 2023 |
| October 2024 | $319,588,935 | 5 | March 27, 2024 |
| October 2025 | $279,672,290 | 5 | March 24, 2025 |
| October 2026 | $241,179,517 | 3 | March 26, 2026 |

Regulatory assets under management: $409,917,343 in the October 2021 data and $241,179,517 in the October 2026 data, down 41%.
Total employees: 9 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 3.
- Regulatory assets under management went from $279,672,290 to $241,179,517 (-14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Turnbridge Capital, LLC (CRD 169843): Form ADV filing data as of October 2026.