Overview
Assets Under Management: $736 million
Headquarters: LA JOLLA, CA
Frequently Asked Questions
TORREYANA CAPITAL, LLC 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, LLC is subject to fiduciary duty under federal law.
TORREYANA CAPITAL, LLC is headquartered in LA JOLLA, CA.
According to their SEC Form ADV, TORREYANA CAPITAL, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
TORREYANA CAPITAL, LLC manages $736 million in client assets according to their SEC filing dated June 12, 2024.
According to their SEC Form ADV, TORREYANA CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.34
Total Client Accounts: 6
Discretionary Accounts: 6
Regulatory Filings
CRD Number: 329075
Last Filing Date: 2024-06-12 00:00:00
Website: https://torreyanacapital.com