Principal of Turnbridge Capital Management, LLC · Turnbridge Capital, LLC
Jay K. Sweezey
CRD 1036927 · Named on Form ADV at one SEC-registered adviser
At a glance
Turnbridge Capital, LLC, an SEC-registered private fund adviser based in Little Elm, TX with $241 million in regulatory assets, lists Jay K. Sweezey on its Form ADV as Principal of Turnbridge Capital Management, LLC, a control person.
Firms and roles
- Turnbridge Capital, LLCPrincipal of Turnbridge Capital Management, LLCPrivate fund adviser · Little Elm, TX · $241M in regulatory assets
AtlasMembers
Jay’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- David GrahamCo- Founder, Turnbridge Capital, LLC
- Collin C. MartinChief Compliance Officer / Chief Financial Officer, Turnbridge Capital, LLC
- John U ClarkePrincipal of Turnbridge Capital Management, LLC, Turnbridge Capital, LLC
- Charles M. CoxManaging Partner, Turnbridge Capital, LLC
- Robert B. HortonMember of Turnbridge Capital Management, LLC, Turnbridge Capital, LLC
1 more person named with Jay on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jay’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.