Torreycove Capital Partners LLC

Torreycove Capital Partners LLC (CRD# 159043) is a financial advisory firm headquartered in San Diego, CA. They manage $18,681,734,154 in 9 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    18,682
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $2,075,748,239
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 I. Fann
CRD#: 2570729
4365 Executive Drive, Ste 900, 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 22 years of experience in the finance industry.

2
Thomas M. Bernhardt
CRD#: 6411980
4365 Executive Drive, Ste 900, 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 S. Krems
CRD#: 6214297
4365 Executive Drive, Ste 900, 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.