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 21 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.

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