Trane Capital, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities17%
- Derivatives3%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Lanzi Butler
CCOCRD 5539062
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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