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Director, Managing Partner & Portfolio Manager · First Turn Management, LLC

Lisa G. Wheatley

CRD 6631993 · Named on Form ADV at one SEC-registered adviser

At a glance

First Turn Management, LLC, an SEC-registered asset manager based in Solana Beach, CA with $900 million in regulatory assets, lists Lisa G. Wheatley on its Form ADV as Director, Managing Partner & Portfolio Manager, a control person.

Firms and roles

  • First Turn Management, LLCDirector, Managing Partner & Portfolio ManagerAsset manager · Solana Beach, CA · $900M in regulatory assets

AtlasMembers

Lisa’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.