Torque Asset Management LLC

RIASEC Registered
Total AUM
$324M
Discretionary
$324M
100% of AUM
Avg account
$162M
Accounts
2
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
335621
Registered since
June 2, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Torque Asset Management LLC is an SEC-registered hedge fund organized as an LLC; it registered with the SEC in 2025. The firm is individually owned and focuses on institutional clients, running pooled investment vehicles and charging both a percentage-of-AUM fee and performance-based fees. Torque serves as sponsor, general partner and managing member of the pooled vehicles it manages and provides portfolio management for those funds. It does not present itself as an ESG-focused investor and is not structured as a multi-state advisory network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • David Katz

    David Katz

    Chief Financial OfficerCRD 5117863

Contacts

2 of 2
  • James Star

    Limited PartnerCRD 2314522

  • Stephanie Star

    Portfolio ManagerCRD 7993182

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$615K in ETFs

Passive

100%

$615K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$615K824100.00%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth