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Lisa Gable Wheatley

Director, Managing Partner & Portfolio ManagerFirst Turn Management, LLCCRD 6631993

About Lisa Gable Wheatley

Lisa Gable Wheatley is listed as Director, Managing Partner & Portfolio Manager at First Turn Management, LLC in Solana Beach, CA. Form ADV reports a beneficial ownership band of Under 5%. Lisa Gable Wheatley is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of First Turn Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lisa Gable Wheatley work?

Lisa Gable Wheatley is listed as Director, Managing Partner & Portfolio Manager at First Turn Management, LLC on SEC Form ADV.

How much of First Turn Management, LLC does Lisa Gable Wheatley own?

Form ADV reports a beneficial ownership band of Under 5%.

First Turn Management, LLC

TitleDirector, Managing Partner & Portfolio Manager
OwnershipUnder 5%
Control personYes
Since2023
View First Turn Management, LLC →

First Turn Management, LLC

TitleManager
OwnershipOver 75%
Control personYes
Since2023
View First Turn Management, LLC →