Torreycove Capital Partners LLC

Torreycove Capital Partners LLC (CRD# 159043) is a financial advisory firm headquartered in San Diego, CA. They manage $25,022,895,915 in 14 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
10180 Barnes Canyon Road, Suite 200, San Diego, CA 92121
https://www.torreycove.com
By the Numbers
  • Total Assets Under Management
    25,023
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $1,787,349,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, NY, PA

Financial Advisors at Torreycove Capital Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Fann, financial advisor San Diego CA
David I. Fann
CRD#: 2570729
10180 Barnes Canyon Road, Suite 200, San Diego, CA 92121
93
Wealthminder
score

David Fann (CRD# 2570729) is an Investment Advisor Representative working at Torreycove Capital Partners LLC in San Diego, CA and has over 23 years of experience in the finance industry.

2
Thomas Bernhardt, financial advisor San Diego CA
Thomas M. Bernhardt
CRD#: 6411980
10180 Barnes Canyon Road, Suite 200, San Diego, CA 92121
90
Wealthminder
score

Thomas Bernhardt (CRD# 6411980) is an Investment Advisor Representative working at Torreycove Capital Partners LLC in San Diego, CA and has 1 year of experience in the finance industry.

3
Michael Krems, financial advisor San Diego CA
Michael S. Krems
CRD#: 6214297
10180 Barnes Canyon Road, Suite 200, San Diego, CA 92121
90
Wealthminder
score

Michael Krems (CRD# 6214297) is an Investment Advisor Representative working at Torreycove Capital Partners LLC in San Diego, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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