TORONADO PARTNERS LLC

RIASEC RegisteredEst. 2019
Total AUM
$254M
Discretionary
$254M
100% of AUM
Avg account
$127M
Accounts
2
Employees
3
Advisory reps
3

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
283612
Registered since
June 28, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Toronado Partners LLC is a SEC-registered hedge fund organized as an LLC and first registered in 2019. The firm serves institutional clients and runs pooled investment vehicles, acting as sponsor/GP and managing member for those vehicles. Its client-facing fee schedule combines a percentage-of-assets charge with performance-based fees. Toronado does not present itself as a capital allocator to outside managers, and it does not list ESG integration as an active part of its investment process.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • MICHELE CLIFFORD

    Chief Operating OfficerCRD 4268285

  • Tony Berta

    CFOCRD 6631336

Contacts

1 of 1
  • JOHN PERKINS

    Founder & Portfolio ManagerCRD 2770597

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
50 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth