Torray Investment Partners LLC
Firm details
- Headquarters
- Bethesda, Maryland
- CRD number
- 105818
- Registered since
- May 12, 1972
- Website
- www.torray.com
- Custodians
- CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies45.37%
- HNWI31.15%
- Individuals17.96%
- Corporations / Businesses4.88%
- Charitable Organizations0.64%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Torray Investment Partners LLC is an institutional registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 1972) and manages portfolios for a mix of individual and family clients as well as institutional investors. Its business model is fee-based on a percentage of assets under management and its advisory work centers on discretionary portfolio management for individuals/small businesses, investment companies, and other businesses or institutions. Torray describes an equity-oriented preference and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities96%
- Cash & Cash Equivalents3%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$515K in ETFs
100%
$515K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $279K | 747 | 54.24% |
Location
Bethesda, MD
Montgomery
Location
Bethesda, MD
Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 7501 Wisconsin Ave
- Time zone
- ET (UTC-5)
- Office locations
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