Turnbull Financial Services LLC

Charles Turnbull serves as Managing Director and oversees all investment decisions. The firm's investment committee, as described in public records, includes family principals who review each direct deal and co-investment. David Turnbull, founder, advises on strategic direction but is not involved in day-to-day operations.

The firm sources deals through a network of institutional real estate sponsors and private credit managers. Public records indicate the firm has co-invested alongside established funds in commercial real estate and infrastructure transactions. The firm does not maintain a public marketing presence or accept unsolicited deal submissions.

The firm targets stabilized income-producing assets and development-stage real estate with clear exit paths. In private credit, it focuses on senior secured loans and mezzanine debt in real estate and infrastructure. It does not invest in startup-stage companies or early-stage venture capital. The preferred hold period is 5 to 10 years.