Trane Capital, LLC

RIASEC Registered
Total AUM
$5.2M
Discretionary
$5.2M
100% of AUM
Avg account
$273K
Accounts
19
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
166255
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals64.21%
  • HNWI35.79%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Trane Capital, LLC is a privately held limited liability company that provides discretionary portfolio management primarily to individuals and families, as well as small businesses and other institutions. The firm is owner-operated and charges clients on a percentage-of-assets basis with the potential for performance-based fees. According to regulatory disclosures it does not identify as an active ESG investor, is not structured as a multi-state adviser, and is not listed as a capital allocator or related adviser. Its advisory services emphasize managed portfolios rather than separate business lines such as pension consulting or family office management. The firm reports portfolio management for both individual/small-business clients and for business or institutional clients.

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

Asset composition

Asset composition: Public Funds/Mutual Funds 78%, Exchange Traded Equities 17%, Derivatives 3%, Cash & Cash Equivalents 2%78%
  • Public Funds/Mutual Funds78%
  • Exchange Traded Equities17%
  • Derivatives3%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Lanzi Butler

    Lanzi Butler

    CCOCRD 5539062

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth