TORRAY INVESTMENT PARTNERS LLC

RIASEC RegisteredEst. 1972

Total AUM

$750M

Discretionary

$735M

98% of AUM

Avg account

$1.4M

Accounts

551

Employees

10

Advisory reps

9

Firm details

Headquarters: BETHESDA, Maryland
CRD number: 105818
Registered since: May 12, 1972
Website: 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

FINTRX

Overview

Torray Investment Partners LLC is an SEC-registered investment adviser organized as an LLC and operating since 1972. The firm manages portfolios for both individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory services focus on discretionary portfolio management across individual and small-business accounts, registered investment companies, and institutional mandates. Torray does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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 7

JAMES BAILEY
Director of ResearchCRD 2963249
JEFFREY LENT
Portfolio Manager, PrincipalCRD 1735135
Janet Gallagher
Director, Investment OperationsCRD 6623230

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 3

Active vs passive

$1.6M in ETFs

Passive

100%

$1.6M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)	Vanguard	Passive	Large Growth	$802K	1,836	49.15%

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Primary office

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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