Turning Rock Partners, L.P.
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 11
- Avg AUM / client
- $125M
- Accounts
- 11
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $1.4B | 99.1% |
| Other | 1 | $12.0M | 0.88% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Turning Rock Fund Ii Lp | Private Equity Fund | Delaware | $494M | 66 |
| Turning Rock Fund Iii Lp | Private Equity Fund | Delaware | $269M | 58 |
| Turning Rock Fund I Lp | Private Equity Fund | Delaware | $190M | 63 |
| Turning Rock Co Investment Fund Iii Llc | Private Equity Fund | Delaware | $65.4M | 5 |
| Turning Rock Offshore Fund I Lp | Private Equity Fund | Cayman Islands | $38.0M | 7 |
| Turning Rock Data Llc | Private Equity Fund | Delaware | $31.8M | 6 |
| Equality Fund Private Debt Fund Llc | Hedge Fund | Delaware | $25.1M | 3 |
| Trp Fund Iii Co Lp | Private Equity Fund | Delaware | $25.0M | 1 |
| Turning Rock Scf Llc | Private Equity Fund | Delaware | $3.3M | 6 |
| Turning Rock Co Investment Fund Ii Llc | Private Equity Fund | Delaware | $1.7M | 2 |
| Turning Rock P Fund Llc | Private Equity Fund | Delaware | $645K | 3 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ahmad, Saba, (Nmn) | Chief Compliance Officer And President | Dec 2016 (10y) | 10% – 25% | |
| Cassidy, Maggie, Arvedlund | Managing Partner | Dec 2016 (10y) | 25% – 50% | |
| Markus, David, Stuart | Partner | Dec 2016 (10y) | 25% – 50% | |
| Hamilton, John, Michael | Chief Operating Officer | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Trp Management Gp Llc | General Partner | Dec 2016 | A | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (11, $1.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Turning Rock Fund Ii Lp | Private Equity Fund | $494M | $1.0M | 66 |
| Turning Rock Fund Iii Lp | Private Equity Fund | $269M | $5.0M | 58 |
| Turning Rock Fund I Lp | Private Equity Fund | $190M | $1.0M | 63 |
| Turning Rock Co Investment Fund Iii Llc | Private Equity Fund | $65.4M | $1.0M | 5 |
| Turning Rock Offshore Fund I Lp | Private Equity Fund | $38.0M | $1.0M | 7 |
| Turning Rock Data Llc | Private Equity Fund | $31.8M | $1.0M | 6 |
| Equality Fund Private Debt Fund Llc | Hedge Fund | $25.1M | $1.0M | 3 |
| Trp Fund Iii Co Lp | Private Equity Fund | $25.0M | $0 | 1 |
| Turning Rock Scf Llc | Private Equity Fund | $3.3M | $1.0M | 6 |
| Turning Rock Co Investment Fund Ii Llc | Private Equity Fund | $1.7M | $1.0M | 2 |
| Turning Rock P Fund Llc | Private Equity Fund | $645K | $1.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 3.28 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗