TORREY CAPITAL INVESTMENTS

Overview

Torrey Capital Investments is a small, owner-operated registered investment adviser that focuses on discretionary portfolio management for individuals and small businesses. The firm runs a concentrated equity-oriented program: exchange-traded equities are the primary building blocks of client portfolios, and the adviser bills on a percentage-of-AUM fee schedule. Torrey Capital Investments does not position itself as an ESG investor and the business is structured to serve individual and family clients rather than institutional or pension mandates. The firm’s operating profile — single-owner classification, a modest client base and a roughly $100 million asset base — points to a founder- or partner-led practice that emphasizes day-to-day portfolio decision making and direct client relationships. Portfolios are managed on a discretionary basis, which allows the firm to implement allocation, rebalancing and security-level decisions without seeking client approval for each trade.

Assets & Accounts

Public Holdings

Location & Offices