Torreycove Capital Partners LLC

Torreycove Capital Partners LLC (CRD# 159043) is a financial advisory firm headquartered in San Diego, CA. They manage $210,541,706 in 1 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.linkedin.com/company/3627942
By the Numbers
  • Total Assets Under Management
    211
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $210,541,706
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • 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
Thomas Bernhardt, financial advisor San Diego CA
Thomas M. Bernhardt
CRD#: 6411980
10180 Barnes Canyon Road, Suite 200, San Diego, CA 92121

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.

2
David Fann, financial advisor San Diego CA
David I. Fann
CRD#: 2570729
10180 Barnes Canyon Road, Suite 200, San Diego, CA 92121

David Fann (CRD# 2570729) is an Investment Advisor Representative working at Torreycove Capital Partners LLC in San Diego, CA and has over 25 years 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

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.

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