TORREYANA CAPITAL

RIASEC RegisteredEst. 2023

Total AUM

$837M

Discretionary

$837M

100% of AUM

Avg account

$120M

Accounts

Employees

Advisory reps

Firm details

Headquarters: LA JOLLA, California
CRD number: 329075
Registered since: December 6, 2023
Website: www.torreyanacapital.com
Custodians: MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Corporations / Businesses58.85%
HNWI29.2%
Charitable Organizations9.52%
Pooled Investment Vehicles2.43%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Torreyana Capital is a privately held limited liability company that functions as an active capital allocator for a small roster of large clients, including high-net-worth individuals, families and institutional investors. The firm provides discretionary portfolio management across traditional and pooled investment vehicles and acts as a sponsor, general partner and managing member for its own pooled vehicles. Its business model emphasizes selecting external managers and structuring private funds as well as direct portfolio management for institutional and private clients. The firm charges a percentage-of-AUM fee base complemented by performance-based fees, which aligns compensation with fund-level and strategy outcomes. Torreyana Capital is not positioned as an ESG investor and is organized as a domestic entity that registered with the SEC in 2023.