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Turner Alternative Investments LLC D/B/A Ascendant Capital Partn (Berwyn)


Turner Alternative Investments LLC D/B/A Ascendant Capital Partn is an adviser based in Berwyn. It manages $7.3 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Pennsylvania.

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Turner Alternative Investments LLC D/B/A Ascendant Capital Partn provides portfolio management for investment companies and portfolio management for pooled investment vehicles. 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 Alternative Investments LLC D/B/A Ascendant Capital Partn: assets under management

The assets under management (AUM) of Turner Alternative Investments LLC D/B/A Ascendant Capital Partn is $7.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.65 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Turner Alternative Investments LLC D/B/A Ascendant Capital Partn 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 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Robert Eugene Turner Chairman and chief investment officer-growth equities 1 Mar 1990 50% - 75% 731362

Based in Berwyn

The principal office where Turner Alternative Investments LLC D/B/A Ascendant Capital Partn performs its advisory services is located at 1205 Westlakes Drive, Berwyn, PA 19312, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 484-329-2300 or by fax 610-786-0822. 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.acpfunds.com.


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