Torreyana Capital

RIASEC RegisteredEst. 2023

Total AUM

$837M

Discretionary

$837M

100% of AUM

Avg account

$120M

Accounts

Employees

Advisory reps

Firm details

Headquarters: La Jolla, California
CRD number: 329075
Registered since: December 6, 2023
Website: www.torreyanacapital.com
Custodians: MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Corporations / Businesses58.85%
HNWI29.2%
Charitable Organizations9.52%
Pooled Investment Vehicles2.43%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Torreyana Capital is a limited liability company that registered with the SEC in 2023 and operates as a private equity fund and capital allocator. Its client base includes both individuals and families as well as institutional investors. The firm charges a mix of percentage-of-AUM and performance-based fees and provides portfolio management across individual/small business accounts, pooled investment vehicles, and institutional/business mandates. Torreyana also engages in selection of sub-advisers and is not identified as an active ESG investor. The firm also functions on the sponsor/GP side and as a managing member of pooled investment vehicles, which indicates it combines principal investing with advisory and manager-selection roles rather than acting solely as a traditional discretionary wealth manager.