Overview
Assets Under Management: $837 million
Headquarters: LA JOLLA, CA
High-Net-Worth Clients: 2
Average Client Assets: $122.3 million
Frequently Asked Questions
TORREYANA CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #329075), TORREYANA CAPITAL is subject to fiduciary duty under federal law.
TORREYANA CAPITAL is headquartered in LA JOLLA, CA.
TORREYANA CAPITAL serves 2 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, TORREYANA CAPITAL offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
TORREYANA CAPITAL manages $837 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, TORREYANA CAPITAL serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.20%
Average Client Assets: $122.3 million
Total Client Accounts: 7
Discretionary Accounts: 7
Regulatory Filings
CRD Number: 329075
Filing ID: 2079797
Last Filing Date: 2026-03-27 09:50:01