TORONADO PARTNERS LLC
Adviser information for TORONADO PARTNERS LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | California, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 3 | $378.8M |
Non-Discretionary | 0 | $0 |
Total | 3 | $378.8M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 3 | $378.8M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 33 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
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Compensation | % of AUMPerformance-based fees |
Principal Office
44 MONTGOMERY STREETSUITE 1200
SAN FRANCISCO
CA
United States
Monday - Friday, 7AM - 5PM
Tel: 415-969-8681, Fax: None
Chief Compliance Officer
MICHELE CLIFFORD
CHIEF OPERATING OFFICER
44 MONTGOMERY STREET
SUITE 1200
SAN FRANCISCO
CA
United States
Tel:
415-969-8681
M********@**************M
(Full email address available in API data)
Regulatory Contact
JOHN STEPHEN PERKINS
MANAGING MEMBER
44 MONTGOMERY STREET
SUITE 1200
SAN FRANCISCO
CA
United States
Tel:
415-969-8680
S*******@**************M
(Full email address available in API data)
Industry Affiliates
TORONADO CAPITAL MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
TORONADO FUND, L.P. | Hedge Fund | $352.5M | $1.0M | 57 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
PERKINS, JOHN, STEPHEN | Individual | – | MANAGING MEMBER | 03/2016 | > 75% |
Berta, Tony, Michael | Individual | – | CFO | 04/2016 | < 5% |
CLIFFORD, MICHELE, MARIE | Individual | – | COO, CCO | 09/2017 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ELASTIC N V | ORD SHS | 17M | 151K | – |
EVERQUOTE INC | COM CL A | 13M | 645K | – |
FABRINET | SHS | 23M | 94K | – |
HARMONIC INC | COM | 23M | 2M | – |
IMPINJ INC | COM | 13M | 80K | – |
JAMF HLDG CORP | COM | 16M | 994K | – |
MITEK SYS INC | COM NEW | 14M | 1M | – |
RISKIFIED LTD | SHS CL A | 11M | 2M | – |
SITIME CORP | COM | 13M | 103K | – |
TWILIO INC | CL A | 13M | 227K | – |