TORREYANA CAPITAL
TORREYANA CAPITAL, LLC Legal Name
Adviser information for TORREYANA CAPITAL last updated from Form ADV on March 28th, 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 |
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Fiscal Year End | DECEMBER |
Legal Location | California, United States |
Employees
Total Number of Employees | 9 |
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Investment Advisory/Research | 3 |
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 |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 6 | $736.0M |
Non-Discretionary | 0 | $0 |
Total | 6 | $736.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | <5 | $233.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $105.0M |
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 | <5 | $398.0M |
Other | 0 | $0 |
Type | Number |
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No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 33 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
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Compensation | % of AUMPerformance-based fees |
Identifiers
SEC RIA File Number | 801-129175 |
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SEC ERA File Number | 801-129175 |
SEC CIK Numbers | None |
SEC CRD Numbers | 329075 |
Legal Entity Identifier | None |
Principal Office
7979 IVANHOE AVENUESUITE 460
LA JOLLA
CA
United States
Monday - Friday, 9 AM TO 5 PM
Tel: 6198377996, Fax: None
Chief Compliance Officer
KRISTOPHER OSTRANDER
CEO
7979 IVANHOE AVENUE
SUITE 460
LA JOLLA
CA
United States
Tel:
6198377996
K*********@*******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
OSTRANDER, KRISTOPHER, NOH JOON | Individual | – | CEO, CCO, MANAGER | 11/2023 | < 5% |
THE OSTRANDER REVOCABLE TRUST | Domestic Entity | – | MEMBER | 11/2023 | > 75% |
OSTRANDER, KRISTOPHER, NOH JOON | Individual | THE OSTRANDER REVOCABLE TRUST | CO-TRUSTEE | 11/2023 | |
Ostrander, Margaret, Farone | Individual | THE OSTRANDER REVOCABLE TRUST | CO-TRUSTEE | 11/2023 |