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TRAN CAPITAL MANAGEMENT, L.P.
CRD 107049File 801-9747
APPROVED
Retail clients
Filing as of Feb 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$890.3M
Above cohort median (national)
Discretionary AUM
$873.8M
Non-discretionary $16.5M
Clients
329
348 accounts
Employees
7
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 16, 1974
- Principal office
- 1000 4TH ST, SUITE 800, SAN RAFAEL, CA, 94901
- Phone
- 415-461-3800
- Website
- HTTP://WWW.trancapital.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $890.3M
- Discretionary AUM
- $873.8M
- Non-discretionary AUM
- $16.5M
- Discretionary accounts
- 329
- Non-discretionary accounts
- 19
- Total accounts
- 348
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $123.3M |
| Investment companies | 1 | $24.6M |
| Charitable organizations | 17 | $166.6M |
| High net worth individuals | 78 | $343.2M |
| Pension and profit sharing plans | 4 | $13.5M |
| Individuals (other than high net worth individuals) | 215 | $202.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 348 | 329 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.