Torreyana Capital
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds54%
- Public Funds/Mutual Funds15%
- Other12%
- Non-Exchange Traded Equities8%
- US Government Bonds6%
Owners & executives
2 of 2
Kristopher Ostrander
Chief Executive OfficerCRD 5299745
Brady Jewett
Chief Compliance OfficerCRD 8040506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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