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 a privately owned limited liability company that has been SEC-registered since 1972. The firm advises both individual and family clients as well as institutional investors and charges fees as a percentage of assets under management. Its advisory scope is concentrated on discretionary portfolio management across several client types, including individuals/small businesses, registered investment companies, and other businesses or institutions. The firm does not identify as an active ESG investor, is not described as a multi‑state adviser in its filings, and is not positioned as a pension consultant or capital allocator.
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
2 of 2
William Lane
Chief Financial Officer and PartnerCRD 2098948
Will Clark
Chief Compliance OfficerCRD 5089829
Contacts
3 of 6
James Bailey
Director of ResearchCRD 2963249
Jeffrey Lent
Portfolio Manager, PrincipalCRD 1735135
Janet Gallagher
Director, Investment OperationsCRD 6623230
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$1.6M in ETFs
100%
$1.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $802K | 1,836 | 49.15% |
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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