Asset manager · La Jolla, CA
Torreyana Capital
Torreyana Capital, LLC · SEC-registered investment adviser · CRD 329075 · SEC 801-129175
At a glance
Torreyana Capital is an SEC-registered investment adviser based in La Jolla, California, with $837 million in regulatory assets under management as of its Form ADV filed June 18, 2026. Its largest client group by assets is corporations or other businesses, and it reports 2 individual clients. By Form ADV it is a asset manager, ranked 1,447th of 3,218 asset managers and 5,945th of 17,210 SEC-registered advisers by assets.
Main office 619-837-7996torreyanacapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $837M
- Rank among asset managers
- #1,447 of 3,218
- Rank among all SEC RIAs
- #5,945 of 17,210
- Rank in California
- #688 of 1,873
- Individual clients
- 2
- High-net-worth clients
- 2
- Accounts
- 7
- Discretionary
- 100% of AUM
- Employees
- 10
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Kristopher N. OstranderCEO, Manager
- Brady N. JewettChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 2 | $493M | 59% |
| High-net-worth individuals | 2 | $245M | 29% |
| Charitable organizations | 2 | $80M | 10% |
| Pooled investment vehicles | 1 | $20M | 2% |
Private funds
Torreyana Capital reports 1 private funds with $20M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Torreyana Capital reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗torreyanacapital.com ↗
AtlasMembers
The full record on Torreyana Capital
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 1,017 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Torreyana Capital manage?
Torreyana Capital reports $837 million in regulatory assets under management across 7 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 18, 2026.
What kind of firm is Torreyana Capital?
Torreyana Capital is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Torreyana Capital’s clients?
By assets, its largest client types are corporations or other businesses ($493 million, 2 clients); high-net-worth individuals ($245 million, 2 clients); charitable organizations ($80 million, 2 clients).
Does Torreyana Capital manage private funds?
Yes. It reports 1 private funds with $20 million in gross assets, including private equity funds.
Does Torreyana Capital have any disciplinary history?
Torreyana Capital reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Torreyana Capital’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →