# Turnbull Financial Services LLC

Turnbull Financial Services LLC is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 300015
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300015

## About

TURNBULL FINANCIAL SERVICES LLC is a state-registered investment adviser with $4 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Sectors

- Real Estate
- Private Credit
- Infrastructure

## People

- David Turnbull — Founder
- Charles Turnbull — Managing Director

## Questions

### Who runs investment decisions at Turnbull Financial Services?

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.

### How does Turnbull Financial Services source proprietary deal flow?

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.

### What investment stages does Turnbull Financial Services typically target?

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.

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Last updated: 2026-07-06T01:24:27.543Z

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