Torray Investment Partners LLC

RIASEC RegisteredEst. 1972

Total AUM

$750M

Discretionary

$735M

98% of AUM

Avg account

$1.4M

Accounts

551

Employees

10

Advisory reps

9

Firm details

Headquarters: Bethesda, Maryland
CRD number: 105818
Registered since: May 12, 1972
Website: www.torray.com
Custodians: CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM
Client types: Investment Companies45.37%
HNWI31.15%
Individuals17.96%
Corporations / Businesses4.88%
Charitable Organizations0.64%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Torray Investment Partners LLC is a long-established SEC-registered investment adviser (registered since 1972) organized as an LLC and owned by an individual. The firm serves both individual/family clients and institutional investors and charges fees as a percentage of assets under management. Its advisory work centers on discretionary portfolio management across individuals/small businesses, registered investment companies, and business or institutional clients. Torray reports a clear tilt toward traditional equity investing and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities96%
Cash & Cash Equivalents3%
Public Funds/Mutual Funds1%

Owners & executives

2 of 2

William Lane
Chief Financial Officer and PartnerCRD 2098948
Will Clark
Chief Compliance OfficerCRD 5089829

Contacts

3 of 7

James Bailey
Director of ResearchCRD 2963249
Jeffrey Lent
Portfolio Manager, PrincipalCRD 1735135
Janet Gallagher
Director, Investment OperationsCRD 6623230

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 3

Active vs passive

$1.6M in ETFs

Passive

100%

$1.6M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)	Vanguard	Passive	Large Growth	$802K	1,836	49.15%

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Primary office

Bethesda, MD

Montgomery

Location

Bethesda, MD

Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Montgomery
Address: 7501 Wisconsin Ave
Time zone: ET (UTC-5)
Office locations

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