TORREN MANAGEMENT, LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 329263
- Registered since
- February 8, 2024
- Website
- torren.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.99%
- Charitable Organizations3.96%
- Corporations / Businesses2.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Torren Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm advises both individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee schedule includes percentage-of-AUM billing along with hourly and fixed-fee arrangements. Torren identifies as an active ESG investor and lists an industry affiliation with a law firm. The firm is not positioned as a capital allocator to external managers; instead it directs client assets directly through its advisory platform.
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
- Public Funds/Mutual Funds73%
- Private Funds12%
- State & Local Bonds9%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1NATHAN DUTZMANN
Chief Investment OfficerCRD 7008043
Contacts
3 of 4Ryan Lawler
Senior AssociateCRD 7130398
DARREN REINIG
PartnerCRD 5092607
Todd Hyatt
Co-Founder and General CounselCRD 7838571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$195M in ETFs
5%
$9.8M
59%
$185M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS TOTAL EQUITY MARKETS ETF (AVTM) | Avantis | $58.3M | 1,240,351 | 29.90% |
Location
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 401 B St
- Time zone
- PT (UTC-8)
- Office locations
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