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Turner Investment Management, LLC (Berwyn)


Turner Investment Management, LLC is a large advisory firm based in Berwyn. It manages $250.39 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Connecticut.

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Turner Investment Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Turner Investment Management: assets under management

The assets under management (AUM) of Turner Investment Management, LLC is $250.39 million. The firm's AUM has grown by 3689% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $240.97 million in discretionary accounts and $9.42 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $24.1 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.14 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Turner Investment Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Robert Eugene Turner Chairman, cio-equities, co-chief executive officer 1 Mar 1990 50% - 75% 731362
Inc. Turner Investment Founders Limited partner of turner investments, l.p. 1 Jan 2012 75% - 100% 37-1654900

Based in Berwyn

The principal office where Turner Investment Management, LLC performs its advisory services is located at 1205 Westlakes Drive, Berwyn, PA 19312, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 484-329-2300 or by fax 484-329-2569. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.turnerinvestments.com.


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