RIA · CRD 291633SEC-Registered

Updated:

Turning Point Advisors

TURNING POINT ADVISORS, LLC is an SEC-registered investment adviser in NOVELTY, OH. The firm manages $43 million in assets, $34 million on a discretionary...

Turning Point Advisors

TURNING POINT ADVISORS, LLC is an SEC-registered investment adviser in NOVELTY, OH. The firm manages $43 million in assets, $34 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Turning Point Advisors?

No named investment principals have been identified from public sources. The firm's management structure is not disclosed.

How does Turning Point Advisors source proprietary deal flow?

The firm's sourcing model is not publicly documented. It does not maintain a visible online presence or appear in deal databases.

Is Turning Point Advisors structured as a single family office or does it operate more like a venture firm?

Based on registration as an LLC and lack of public marketing, it likely operates as a single-family office, but this is unconfirmed.

Does Turning Point Advisors participate in fund commitments or only direct deals?

No investment vehicles or commitments have been reported in public sources. The firm's allocation structure is unknown.

What investment stages does Turning Point Advisors typically target?

No stage preferences have been disclosed publicly. The firm's investment focus is not identifiable.

Which sectors does Turning Point Advisors explicitly avoid?

No sector exclusions have been stated. The firm's sector approach is not public.

How is Turning Point Advisors related to other entities?

No parent vehicle, related entities, or spinouts have been identified in public records. The firm appears to be standalone.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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