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TURNING ROCK PARTNERS, L.P.

CRD 287608File 801-111986
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.38B
Above cohort median (national)
Discretionary AUM
$1.36B
Non-discretionary $12.0M
Clients
10
11 accounts
Employees
21
Above cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
NYRO
Registration date
Oct 27, 2017
Principal office
350 MADISON AVENUE, 21ST FLOOR, NEW YORK, NY, 10017
Phone
212-207-2396

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.38B
Discretionary AUM
$1.36B
Non-discretionary AUM
$12.0M
Discretionary accounts
10
Non-discretionary accounts
1
Total accounts
11
AUM per client
$137.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles10$1.36B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients1110
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.