First Turn Management

Asset Manager SEC-registered adviser

Legal name: First Turn Management, LLC

Solana Beach, CA Website LinkedIn

AUM

$900.1M
Regulatory AUM

Private funds

2
Hedge Fund 2

Private fund assets

$36.3M
Gross asset value

Employees

4

Last Form D raise

Apr 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 25, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

L
Lisa Wheatley
Director, Managing Partner & Portfolio Manager
Source: SEC Form ADV
S
Stephen Rosetta
Director
Source: SEC Form ADV
T
Tracy Murphy
Director
Source: SEC Form ADV

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
First Turn Rx, LPHedge Fund$2.5M$3.8M5Apr 2026Warm
First Turn, LPHedge Fund$33.8M$148.6M67Nov 2025Warm

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
327421
SEC file number
801-128649

Sources