← Directory

TORREYANA CAPITAL

Legal name: TORREYANA CAPITAL, LLC

CRD 329075File 801-129175
APPROVED
Retail clients
Custody
Filing as of Jun 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$837.4M
Above cohort median (national)
Discretionary AUM
$837.4M
Clients
7
7 accounts
Employees
10
Above cohort median in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Dec 6, 2023
Principal office
7979 IVANHOE AVENUE, SUITE 460, LA JOLLA, CA, 92037
Phone
6198377996

Assets & accounts

ADV Item 5F
Total regulatory AUM
$837.4M
Discretionary AUM
$837.4M
Non-discretionary AUM
$0
Discretionary accounts
7
Non-discretionary accounts
0
Total accounts
7
AUM per client
$119.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$492.8M
Charitable organizationsFewer than 5$79.7M
High net worth individualsFewer than 5$244.5M
Pooled investment vehicles1$20.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.