Torren Management, LLC

RIASEC RegisteredEst. 2024
Total AUM
$373M
Discretionary
$373M
100% of AUM
Avg account
$2.4M
Accounts
156
Employees
5
Advisory reps
5

Firm details

Headquarters
San Diego, California
CRD number
329263
Registered since
February 8, 2024
Website
torren.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI93.99%
  • Charitable Organizations3.96%
  • Corporations / Businesses2.05%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Torren Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. Ownership is a mix of a domestic entity and an individual. The firm serves both individual and family clients as well as institutional clients, offering fee arrangements that include a percentage of assets under management as well as hourly and fixed fees. Core advisory services are financial planning and portfolio management for individuals, small businesses, and larger institutional/business clients. Torren identifies as an active ESG investor and lists a law firm among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 73%, Private Funds 12%, State & Local Bonds 9%, Exchange Traded Equities 3%, Cash & Cash Equivalents 2%, US Government Bonds 1%73%
  • Public Funds/Mutual Funds73%
  • Private Funds12%
  • State & Local Bonds9%
  • Exchange Traded Equities3%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Nathan Dutzmann

    Nathan Dutzmann

    Chief Investment OfficerCRD 7008043

Contacts

3 of 4
  • Darren Reinig

    Darren Reinig

    PartnerCRD 5092607

  • Lura Marrs

    Lura Marrs

    Director of OperationsCRD 7186753

  • Ryan Lawler

    Ryan Lawler

    Senior AssociateCRD 7130398

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 123

Active vs passive

$379M in ETFs

Passive

4%

$16.7M

Active

53%

$362M

ETFProviderStyleCategoryValueShares% of portfolio
AVANTIS TOTAL EQUITY MARKETS ETF (AVTM)Avantis$67.5M1,240,35117.82%
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Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
401 B St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth