T
Turbo-Calc, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$750,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
3
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$250,000
About
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.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
20% of new profits with a high-water mark; applicable only to qualified clients
Account minimum: $100,000 (may be waived at firm discretion)
Most active in
Turbo-Calc, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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