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| Happy Holidays!! thanks for using AUM13F!! |
| Torreyana Capital LLC
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| CRD # | 329075 |
| SEC # | 801-129175 |
| CIK # | |
| AUM | $753.0 M (2025-03-27) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 619-837-7996 |
| Address | 7979 Ivanhoe Avenue La Jolla, CA 92037 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 236.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 91.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 426.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 753.0 |
| By Discretionary | ||
| Discretionary | 6 | 753.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 753.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 426.0 | |
| United States Persons | 327.0 | |
| Total | 6 | 753.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BHK Investment Advisors LLC
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|
AL | 0.8 |
|
Morling Financial Advisors LLC
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|
CA | 0.8 |
|
Bruton Chisnell Advisors LLC
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|
PA | 0.8 |
|
Mirador Capital Partners LP
✚
|
CA | 0.8 |
|
Liberty Capital Management Inc
✚
|
MI | 0.8 |
|
Mps-Loria Financial Planners LLC
✚
|
IL | 0.8 |
|
Rothschild Wealth LLC
✚
|
IL | 0.8 |
|
de Groote Financial Group LLC
✚
|
CA | 0.8 |
|
Lebenthal Diversified Asset Management Inc
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|
NY | 0.8 |
|
Moody Aldrich Partners LLC
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|
MA | 0.7 |