Torreyana Capital

RIASEC RegisteredEst. 2023
Total AUM
$837M
Discretionary
$837M
100% of AUM
Avg account
$120M
Accounts
7
Employees
10
Advisory reps
2

Firm details

Headquarters
La Jolla, California
CRD number
329075
Registered since
December 6, 2023
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.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 54%, Public Funds/Mutual Funds 15%, Other 12%, Non-Exchange Traded Equities 8%, US Government Bonds 6%, Cash & Cash Equivalents 3%, Exchange Traded Equities 2%54%
  • Private Funds54%
  • Public Funds/Mutual Funds15%
  • Other12%
  • Non-Exchange Traded Equities8%
  • US Government Bonds6%

Owners & executives

2 of 2
  • Kristopher Ostrander

    Kristopher Ostrander

    Chief Executive OfficerCRD 5299745

  • Brady Jewett

    Chief Compliance OfficerCRD 8040506

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

La Jolla, CA

San Diego

Location

La Jolla, CA

Headquartered in La Jolla, CA, in the West of the United States.

Region
West
County
San Diego
Address
7979 Ivanhoe Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth