Director · First Turn Management, LLC
Tracy A. Murphy
CRD 7790579 · 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 Tracy A. Murphy on its Form ADV as Director, a control person.
Firms and roles
- First Turn Management, LLCDirectorAsset manager · Solana Beach, CA · $900M in regulatory assets
AtlasMembers
Tracy’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Lisa G. WheatleyDirector, Managing Partner & Portfolio Manager, First Turn Management, LLC
- Catherine NewcombChief Compliance Officer, First Turn Management, LLC
- Stephen A. RosettaDirector, First Turn Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tracy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.