Torray Investment Partners LLC

RIASEC Registered

Total AUM

$750M

Discretionary

$735M

98% of AUM

Avg account

$1.4M

Accounts

551

Employees

10

Advisory reps

8

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 an institutional RIA organized as an LLC and owned by an individual. The firm is SEC registered (initial registration recorded in 1972) and charges clients on a percentage-of-assets-under-management basis. Its client mix spans individuals and families as well as institutional investors. Advisory services emphasize portfolio management across three client types: individuals/small businesses, investment companies, and businesses or institutions. Torray does not present itself as a capital allocator and is not 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 6

Shawn Hendon
President, Principal, Portfolio ManagerCRD 4373187
Brian Zaczynski
Portfolio ManagerCRD 7060630
Jeffrey Lent
Portfolio Manager, PrincipalCRD 1735135

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 3

Active vs passive

$918K in ETFs

Passive

100%

$918K

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)	Vanguard	Passive	Large Growth	$398K	4,616	43.30%

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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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