Toronado Partners LLC

RIASEC RegisteredEst. 2019
Total AUM
$254M
Discretionary
$254M
100% of AUM
Avg account
$127M
Accounts
2
Employees
3
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
283612
Registered since
June 28, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Toronado Partners LLC is organized as an LLC and operates as a hedge fund manager focused on pooled vehicles. The firm registers with the SEC (registered in 2019) and serves an institutional client base. Its compensation combines an asset-based management fee with performance-based fees. Toronado handles portfolio management for pooled investment vehicles and formally participates as sponsor, general partner, and managing member of those vehicles. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michele Clifford

    Michele Clifford

    Chief Operating OfficerCRD 4268285

  • Tony Berta

    CFOCRD 6631336

Contacts

1 of 1
  • John Perkins

    John Perkins

    Founder & Portfolio ManagerCRD 2770597

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
50 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth