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
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 9
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
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
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)
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-129175
SEC ERA File Number 801-129175
SEC CIK Numbers None
SEC CRD Numbers 329075
Legal Entity Identifier None

Principal Office

7979 IVANHOE AVENUE
SUITE 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
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
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

No. Employees, Historic

10502023202420257 on 11/7/20239 on 3/28/2024

RAUM, Historic

800M400M020242025736000000 on 3/28/2024