A complete list of active advisors currently associated with Turbo-Calc, LLC
Warmer can help you find a great advisor at Turbo-Calc, LLC or one who fits your needs even better.
Turbo-Calc, LLC is a state-registered investment adviser that manages a closed pooled vehicle (Rama, L.P.) in its capacity as general partner and provides discretionary portfolio management for a small number of separate accounts. The firm states it serves individual investors, high-net-worth individuals, and small businesses and manages the partnership under its offering documents and investment guidelines. The adviser generally exercises discretionary authority over both the pooled vehicle and separate accounts, implementing each client’s investment mandate and accepting reasonable client-imposed restrictions where appropriate. Compensation for the pooled vehicle is performance-based rather than a routine asset-based management fee, a structure the firm discloses creates potential conflicts of interest and for which it describes procedural controls and custody/audit requirements. What is notable about Turbo-Calc is its small operational scale and concentrated business model: a single managing member oversees the firm’s activities and investment decisions, and the firm discloses a recent regulatory contact concerning custody-related delivery of audited financial statements to partnership investors. The managing member’s technical background in engineering and research at large technology firms is documented in the brochure and is presented as the primary source of investment oversight.
To learn more about the advisors currently working at Turbo-Calc, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Jose, CA
| 7
|
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