# Turning Point Analytics, LLC

> Turning Point Analytics, LLC is a state-registered investment advisory firm, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated January 20, 2026.

- CRD: 166287
- Filed as: TURNING POINT ANALYTICS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166287
- AdvisorCensus page: https://advisorcensus.com/firm/turning-point-analytics-llc-166287

## Quick answers

**How is Turning Point Analytics, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Turning Point Analytics, LLC reports these compensation arrangements: performance-based fees.

**Is Turning Point Analytics, LLC registered with the SEC or a state?**
Turning Point Analytics, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 166287.

**What types of clients does Turning Point Analytics, LLC serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (6); investment companies (2).

**Does Turning Point Analytics, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166287

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 2 | Not reported |
| Business development companies | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 6 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- turningpointanalyticsllc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Turning Point Analytics, LLC (CRD 166287): Form ADV filing data as of October 2026.