Tran Capital Management, LP
Tran Capital Management, LP (CRD# 107049) is a financial advisory firm headquartered in San Rafael, CA. They manage $944,502,018 in 337 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management945MILLION
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Total Number of Accounts337ACCOUNTS
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Average Account Value$2,802,677
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Quoc Tran (CRD# 2808598) is an Investment Advisor Representative working at Tran Capital Management, LP in San Rafael, CA and has over 26 years of experience in the finance industry.
Roland Underhill (CRD# 451590) is an Investment Advisor Representative working at Tran Capital Management, LP in San Rafael, CA and has over 32 years of experience in the finance industry.
Eric Winterhalter (CRD# 2264641) is an Investment Advisor Representative working at Tran Capital Management, LP in San Rafael, CA and has over 9 years of experience in the finance industry.