Torque Asset Management LLC

RIASEC RegisteredEst. 2025
Total AUM
$324M
Discretionary
$324M
100% of AUM
Avg account
$162M
Accounts
2
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
335621
Registered since
June 2, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Torque Asset Management LLC is an SEC-registered investment adviser organized as a limited liability company that operates as a hedge fund manager for institutional clients. The firm reports portfolio management for pooled investment vehicles and serves as sponsor, general partner, and managing member of those vehicles rather than acting primarily as an external capital allocator. Its stated fee model combines a percentage-of-AUM management fee with performance-based compensation. Torque is not flagged as an active ESG investor and is recorded as serving a single-state footprint.

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

Owners & executives

1 of 1
  • David Katz

    David Katz

    Chief Financial OfficerCRD 5117863

Contacts

2 of 2
  • Stephanie Star

    Portfolio ManagerCRD 7993182

  • James Star

    Limited PartnerCRD 2314522

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$536K in ETFs

Passive

100%

$536K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$536K824100.00%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth